Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $178,155 | $138,078+29.0% | $125,363+42.1% | $134,509+32.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.56% | 750.49%-770.0pp | 572.15%-591.7pp | 418.13%-437.7pp |
| Employer contribution / active EE | $23,599 | $5,245+350.0% | $4,815+390.1% | $4,741+397.8% |
| Participant deferral / active EE | $12,876 | $7,800+65.1% | $7,447+72.9% | $6,400+101.2% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |