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 | $121,568 | $180,459-32.6% | $154,108-21.1% | $135,380-10.2% |
| Participation rate | 91.3% | 87.4%+3.9pp | 83.0%+8.3pp | 82.6%+8.7pp |
| Annual return | -4.92% | 888.21%-893.1pp | 735.21%-740.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $7,613 | $6,035+26.2% | $5,298+43.7% | $4,779+59.3% |
| Participant deferral / active EE | $2,974 | $5,806-48.8% | $5,081-41.5% | $5,609-47.0% |
| Admin fee / account holder | $5 | $16,145-100.0% | $13,411-100.0% | $10,828-99.9% |