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 | $35,912 | $160,059-77.6% | $140,019-74.4% | $135,380-73.5% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.5%-2.9pp | 82.6%+2.0pp |
| Annual return | -8.94% | 911.48%-920.4pp | 651.17%-660.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,527 | $7,641-14.6% | $6,927-5.8% | $5,609+16.4% |
| Admin fee / account holder | $244 | $13,328-98.2% | $10,705-97.7% | $10,828-97.7% |