Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $65,873 | $138,102-52.3% | $125,381-47.5% | $134,532-51.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.84% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.1pp |
| Employer contribution / active EE | $8,135 | $5,245+55.1% | $4,815+68.9% | $4,741+71.6% |
| Participant deferral / active EE | $8,135 | $7,801+4.3% | $7,448+9.2% | $6,401+27.1% |
| Admin fee / account holder | $114 | $11,568-99.0% | $10,007-98.9% | $11,429-99.0% |