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 | $43,939 | $138,102-68.2% | $125,381-65.0% | $134,532-67.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -17.88% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,726 | $5,245-48.0% | $4,815-43.4% | $4,741-42.5% |
| Participant deferral / active EE | $5,902 | $7,801-24.3% | $7,448-20.7% | $6,401-7.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |