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 | $33,150 | $90,607-63.4% | $79,467-58.3% | $135,380-75.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.48% | 977.74%-986.2pp | 718.30%-726.8pp | 519.81%-528.3pp |
| Employer contribution / active EE | $2,092 | $3,068-31.8% | $2,800-25.3% | $4,779-56.2% |
| Participant deferral / active EE | $6,772 | $4,050+67.2% | $3,704+82.8% | $5,609+20.7% |
| Admin fee / account holder | $26 | $5,895-99.6% | $5,104-99.5% | $10,828-99.8% |