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 | $211,132 | $138,102+52.9% | $125,381+68.4% | $134,532+56.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.57% | 750.73%-764.3pp | 572.31%-585.9pp | 418.27%-431.8pp |
| Employer contribution / active EE | $11,313 | $5,245+115.7% | $4,815+134.9% | $4,741+138.6% |
| Participant deferral / active EE | $13,591 | $7,801+74.2% | $7,448+82.5% | $6,401+112.3% |
| Admin fee / account holder | $60 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |