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 | $33,876 | $138,076-75.5% | $123,553-72.6% | $135,380-75.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.46% | 153.70%-162.2pp | 119.21%-127.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $6,632 | $5,152+28.7% | $4,628+43.3% | $4,779+38.8% |
| Participant deferral / active EE | $20,966 | $6,800+208.3% | $6,426+226.3% | $5,609+273.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |