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 | $144,297 | $138,102+4.5% | $125,381+15.1% | $134,532+7.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.18% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.5pp |
| Employer contribution / active EE | $1,930 | $5,245-63.2% | $4,815-59.9% | $4,741-59.3% |
| Participant deferral / active EE | $8,996 | $7,801+15.3% | $7,448+20.8% | $6,401+40.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |