Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $52,655 | $138,102-61.9% | $125,381-58.0% | $134,532-60.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.91% | 750.73%-765.6pp | 572.31%-587.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $16,814 | $5,245+220.6% | $4,815+249.2% | $4,741+254.7% |
| Participant deferral / active EE | $12,835 | $7,801+64.5% | $7,448+72.3% | $6,401+100.5% |
| Admin fee / account holder | $141 | $11,568-98.8% | $10,007-98.6% | $11,429-98.8% |