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 | $76,316 | $138,102-44.7% | $125,381-39.1% | $134,532-43.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.52% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $3,999 | $5,245-23.8% | $4,815-16.9% | $4,741-15.6% |
| Participant deferral / active EE | $12,058 | $7,801+54.6% | $7,448+61.9% | $6,401+88.4% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |