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 | $203,121 | $180,459+12.6% | $154,108+31.8% | $135,380+50.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.99% | 888.21%-892.2pp | 735.21%-739.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $5,930 | $6,035-1.7% | $5,298+11.9% | $4,779+24.1% |
| Participant deferral / active EE | $9,078 | $5,806+56.4% | $5,081+78.7% | $5,609+61.9% |
| Admin fee / account holder | $134 | $16,145-99.2% | $13,411-99.0% | $10,828-98.8% |