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 | $177,766 | $190,879-6.9% | $160,009+11.1% | $134,532+32.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.49% | 552.63%-572.1pp | 408.85%-428.3pp | 418.27%-437.8pp |
| Employer contribution / active EE | $5,291 | $4,995+5.9% | $4,225+25.2% | $4,741+11.6% |
| Participant deferral / active EE | $17,851 | $6,924+157.8% | $6,183+188.7% | $6,401+178.9% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |