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 | $135,987 | $106,551+27.6% | $91,225+49.1% | $134,532+1.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.07% | 160.78%-177.8pp | 114.12%-131.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $7,523 | $3,331+125.8% | $2,851+163.9% | $4,741+58.7% |
| Participant deferral / active EE | $17,783 | $4,718+276.9% | $4,233+320.1% | $6,401+177.8% |
| Admin fee / account holder | $60 | $6,234-99.0% | $5,422-98.9% | $11,429-99.5% |