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 | $112,995 | $190,916-40.8% | $160,037-29.4% | $134,545-16.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -1.17% | 552.79%-554.0pp | 408.95%-410.1pp | 418.37%-419.5pp |
| Employer contribution / active EE | $10,405 | $4,996+108.3% | $4,226+146.2% | $4,742+119.4% |
| Participant deferral / active EE | $10,360 | $6,925+49.6% | $6,184+67.5% | $6,401+61.8% |
| Admin fee / account holder | $232 | $10,497-97.8% | $8,716-97.3% | $11,431-98.0% |