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 | $144,254 | $138,072+4.5% | $123,549+16.8% | $135,382+6.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.29% | 153.69%-160.0pp | 119.20%-125.5pp | 519.77%-526.1pp |
| Employer contribution / active EE | $3,657 | $5,152-29.0% | $4,628-21.0% | $4,779-23.5% |
| Participant deferral / active EE | $8,200 | $6,799+20.6% | $6,426+27.6% | $5,609+46.2% |
| Admin fee / account holder | $135 | $10,917-98.8% | $9,284-98.5% | $10,829-98.8% |