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 | $105,435 | $82,630+27.6% | $64,105+64.5% | $125,393-15.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.07% | 1489.72%-1491.8pp | 791.24%-793.3pp | 282.23%-284.3pp |
| Employer contribution / active EE | $2,725 | $2,671+2.0% | $1,820+49.7% | $4,866-44.0% |
| Participant deferral / active EE | $5,762 | $3,608+59.7% | $2,822+104.2% | $5,351+7.7% |
| Admin fee / account holder | $100 | $6,382-98.4% | $4,499-97.8% | $9,541-98.9% |