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 | $77,902 | $90,617-14.0% | $79,476-2.0% | $135,382-42.5% |
| Participation rate | 94.1% | 76.1%+18.1pp | 73.3%+20.8pp | 82.6%+11.5pp |
| Annual return | -5.26% | 977.57%-982.8pp | 718.21%-723.5pp | 519.77%-525.0pp |
| Employer contribution / active EE | $6,925 | $3,068+125.7% | $2,800+147.3% | $4,779+44.9% |
| Participant deferral / active EE | $8,645 | $4,050+113.4% | $3,704+133.4% | $5,609+54.1% |
| Admin fee / account holder | $299 | $5,907-94.9% | $5,113-94.1% | $10,829-97.2% |