Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $105,882 | $138,114-23.3% | $125,391-15.6% | $134,545-21.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -15.49% | 750.88%-766.4pp | 572.41%-587.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $4,029 | $5,246-23.2% | $4,816-16.3% | $4,742-15.0% |
| Participant deferral / active EE | $9,291 | $7,801+19.1% | $7,448+24.7% | $6,401+45.1% |
| Admin fee / account holder | $221 | $11,570-98.1% | $10,009-97.8% | $11,431-98.1% |