Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $51,460 | $138,078-62.7% | $125,363-59.0% | $134,509-61.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.51% | 750.49%-768.0pp | 572.15%-589.7pp | 418.13%-435.6pp |
| Employer contribution / active EE | $6,721 | $5,245+28.2% | $4,815+39.6% | $4,741+41.8% |
| Participant deferral / active EE | $8,660 | $7,800+11.0% | $7,447+16.3% | $6,400+35.3% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |