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 | $82,379 | $138,078-40.3% | $125,363-34.3% | $134,509-38.8% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -18.88% | 750.49%-769.4pp | 572.15%-591.0pp | 418.13%-437.0pp |
| Employer contribution / active EE | $11,449 | $5,245+118.3% | $4,815+137.8% | $4,741+141.5% |
| Participant deferral / active EE | $6,087 | $7,800-22.0% | $7,447-18.3% | $6,400-4.9% |
| Admin fee / account holder | $267 | $11,566-97.7% | $10,005-97.3% | $11,427-97.7% |