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 | $86,320 | $180,462-52.2% | $154,111-44.0% | $135,379-36.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.77% | 888.17%-890.9pp | 735.18%-738.0pp | 519.79%-522.6pp |
| Employer contribution / active EE | $5,027 | $6,036-16.7% | $5,298-5.1% | $4,779+5.2% |
| Participant deferral / active EE | $16,400 | $5,806+182.5% | $5,081+222.8% | $5,609+192.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |