Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $38,181 | $138,102-72.4% | $125,381-69.5% | $134,532-71.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.51% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $2,903 | $5,245-44.7% | $4,815-39.7% | $4,741-38.8% |
| Participant deferral / active EE | $6,726 | $7,801-13.8% | $7,448-9.7% | $6,401+5.1% |
| Admin fee / account holder | $259 | $11,568-97.8% | $10,007-97.4% | $11,429-97.7% |