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 | $225,343 | $180,462+24.9% | $154,111+46.2% | $135,379+66.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.49% | 888.17%-894.7pp | 735.18%-741.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $2,383 | $6,036-60.5% | $5,298-55.0% | $4,779-50.1% |
| Participant deferral / active EE | $5,911 | $5,806+1.8% | $5,081+16.3% | $5,609+5.4% |
| Admin fee / account holder | $233 | $16,145-98.6% | $13,411-98.3% | $10,828-97.8% |