Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,339 | $138,102+11.0% | $125,381+22.3% | $134,532+14.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.23% | 750.73%-764.0pp | 572.31%-585.5pp | 418.27%-431.5pp |
| Employer contribution / active EE | $6,949 | $5,245+32.5% | $4,815+44.3% | $4,741+46.6% |
| Participant deferral / active EE | $12,443 | $7,801+59.5% | $7,448+67.1% | $6,401+94.4% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |