Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,452 | $190,879-78.3% | $160,009-74.1% | $134,532-69.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.06% | 552.63%-570.7pp | 408.85%-426.9pp | 418.27%-436.3pp |
| Employer contribution / active EE | $6,707 | $4,995+34.3% | $4,225+58.7% | $4,741+41.5% |
| Participant deferral / active EE | $9,890 | $6,924+42.8% | $6,183+60.0% | $6,401+54.5% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |