Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $111,873 | $160,059-30.1% | $140,019-20.1% | $135,380-17.4% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -6.31% | 911.48%-917.8pp | 651.17%-657.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $6,241 | $6,420-2.8% | $5,605+11.3% | $4,779+30.6% |
| Participant deferral / active EE | $13,190 | $7,641+72.6% | $6,927+90.4% | $5,609+135.2% |
| Admin fee / account holder | $157 | $13,328-98.8% | $10,705-98.5% | $10,828-98.5% |