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 | $36,008 | $97,729-63.2% | $83,830-57.0% | $135,379-73.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.18% | 1287.52%-1294.7pp | 850.97%-858.2pp | 519.79%-527.0pp |
| Employer contribution / active EE | $6,264 | $4,222+48.4% | $3,631+72.5% | $4,779+31.1% |
| Participant deferral / active EE | $3,343 | $4,683-28.6% | $4,082-18.1% | $5,609-40.4% |
| Admin fee / account holder | $119 | $6,674-98.2% | $5,479-97.8% | $10,828-98.9% |