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 | $97,529 | $90,606+7.6% | $79,466+22.7% | $135,379-28.0% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -8.08% | 977.69%-985.8pp | 718.28%-726.4pp | 519.79%-527.9pp |
| Employer contribution / active EE | $7,984 | $3,068+160.3% | $2,800+185.1% | $4,779+67.1% |
| Participant deferral / active EE | $6,661 | $4,050+64.5% | $3,704+79.9% | $5,609+18.8% |
| Admin fee / account holder | $2 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |