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 | $99,920 | $138,076-27.6% | $123,553-19.1% | $135,380-26.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.45% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $11,871 | $5,152+130.4% | $4,628+156.5% | $4,779+148.4% |
| Participant deferral / active EE | $17,156 | $6,800+152.3% | $6,426+167.0% | $5,609+205.9% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |