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 | $83,701 | $82,630+1.3% | $64,105+30.6% | $125,389-33.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.65% | 1489.72%-1490.4pp | 791.24%-791.9pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,330 | $2,671-50.2% | $1,820-26.9% | $4,866-72.7% |
| Participant deferral / active EE | $983 | $3,608-72.8% | $2,822-65.2% | $5,352-81.6% |
| Admin fee / account holder | $12 | $6,382-99.8% | $4,499-99.7% | $9,541-99.9% |