Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $237,689 | $90,607+162.3% | $79,467+199.1% | $135,380+75.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.17% | 977.74%-977.9pp | 718.30%-718.5pp | 519.81%-520.0pp |
| Employer contribution / active EE | $7,723 | $3,068+151.7% | $2,800+175.8% | $4,779+61.6% |
| Participant deferral / active EE | $11,438 | $4,050+182.4% | $3,704+208.8% | $5,609+103.9% |
| Admin fee / account holder | $4 | $5,895-99.9% | $5,104-99.9% | $10,828-100.0% |