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 | $136,235 | $180,462-24.5% | $154,111-11.6% | $135,379+0.6% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -5.64% | 888.17%-893.8pp | 735.18%-740.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $8,904 | $6,036+47.5% | $5,298+68.1% | $4,779+86.3% |
| Participant deferral / active EE | $4,922 | $5,806-15.2% | $5,081-3.1% | $5,609-12.2% |
| Admin fee / account holder | $92 | $16,145-99.4% | $13,411-99.3% | $10,828-99.1% |