Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $62,994 | $97,729-35.5% | $83,830-24.9% | $135,379-53.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.00% | 1287.52%-1288.5pp | 850.97%-852.0pp | 519.79%-520.8pp |
| Employer contribution / active EE | $8,282 | $4,222+96.2% | $3,631+128.1% | $4,779+73.3% |
| Participant deferral / active EE | $8,634 | $4,683+84.4% | $4,082+111.5% | $5,609+53.9% |
| Admin fee / account holder | $4 | $6,674-99.9% | $5,479-99.9% | $10,828-100.0% |