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 | $89,400 | $180,462-50.5% | $154,111-42.0% | $135,379-34.0% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -2.54% | 888.17%-890.7pp | 735.18%-737.7pp | 519.79%-522.3pp |
| Employer contribution / active EE | $4,016 | $6,036-33.5% | $5,298-24.2% | $4,779-16.0% |
| Participant deferral / active EE | $4,305 | $5,806-25.8% | $5,081-15.3% | $5,609-23.2% |
| Admin fee / account holder | $205 | $16,145-98.7% | $13,411-98.5% | $10,828-98.1% |