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 | $152,080 | $138,078+10.1% | $125,363+21.3% | $134,509+13.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -12.68% | 750.49%-763.2pp | 572.15%-584.8pp | 418.13%-430.8pp |
| Employer contribution / active EE | $1,615 | $5,245-69.2% | $4,815-66.5% | $4,741-65.9% |
| Participant deferral / active EE | $7,448 | $7,800-4.5% | $7,4470% | $6,400+16.4% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |