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 | $147,774 | $90,607+63.1% | $79,467+86.0% | $135,380+9.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.67% | 977.74%-982.4pp | 718.30%-723.0pp | 519.81%-524.5pp |
| Employer contribution / active EE | $8,288 | $3,068+170.2% | $2,800+196.0% | $4,779+73.4% |
| Participant deferral / active EE | $9,135 | $4,050+125.5% | $3,704+146.6% | $5,609+62.9% |
| Admin fee / account holder | $11 | $5,895-99.8% | $5,104-99.8% | $10,828-99.9% |