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 | $64,881 | $160,059-59.5% | $140,019-53.7% | $135,382-52.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.70% | 911.44%-915.1pp | 651.15%-654.8pp | 519.77%-523.5pp |
| Employer contribution / active EE | $2,198 | $6,420-65.8% | $5,605-60.8% | $4,779-54.0% |
| Participant deferral / active EE | $15,433 | $7,641+102.0% | $6,927+122.8% | $5,609+175.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |