Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $86,066 | $97,729-11.9% | $83,830+2.7% | $135,379-36.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.94% | 1287.52%-1291.5pp | 850.97%-854.9pp | 519.79%-523.7pp |
| Employer contribution / active EE | $3,002 | $4,222-28.9% | $3,631-17.3% | $4,779-37.2% |
| Participant deferral / active EE | $14,722 | $4,683+214.4% | $4,082+260.7% | $5,609+162.5% |
| Admin fee / account holder | $175 | $6,674-97.4% | $5,479-96.8% | $10,828-98.4% |