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 | $134,817 | $92,684+45.5% | $82,706+63.0% | $134,509+0.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.78% | 945.84%-965.6pp | 701.76%-721.5pp | 418.13%-437.9pp |
| Employer contribution / active EE | $5,979 | $3,272+82.7% | $3,007+98.8% | $4,741+26.1% |
| Participant deferral / active EE | $12,663 | $4,800+163.8% | $4,394+188.2% | $6,400+97.8% |
| Admin fee / account holder | $271 | $5,982-95.5% | $5,329-94.9% | $11,427-97.6% |