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 | $119,426 | $138,114-13.5% | $125,391-4.8% | $134,545-11.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.03% | 750.88%-770.9pp | 572.41%-592.4pp | 418.37%-438.4pp |
| Employer contribution / active EE | $6,121 | $5,246+16.7% | $4,816+27.1% | $4,742+29.1% |
| Participant deferral / active EE | $10,852 | $7,801+39.1% | $7,448+45.7% | $6,401+69.5% |
| Admin fee / account holder | $201 | $11,570-98.3% | $10,009-98.0% | $11,431-98.2% |