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 | $56,837 | $180,459-68.5% | $154,108-63.1% | $135,380-58.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.36% | 888.21%-892.6pp | 735.21%-739.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $6,857 | $6,035+13.6% | $5,298+29.4% | $4,779+43.5% |
| Participant deferral / active EE | $2,843 | $5,806-51.0% | $5,081-44.0% | $5,609-49.3% |
| Admin fee / account holder | $98 | $16,145-99.4% | $13,411-99.3% | $10,828-99.1% |