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 | $0 | $381,890-100.0% | $359,360-100.0% | $564,480-100.0% |
| Participation rate | 0.0% | 88.9%-88.9pp | 86.3%-86.3pp | 89.1%-89.1pp |
| Annual return | -9.15% | -11.38%+2.2pp | -10.75%+1.6pp | -14.07%+4.9pp |
| Employer contribution / active EE | $14,994 | $18,491-18.9% | $18,485-18.9% | $29,221-48.7% |
| Participant deferral / active EE | $0 | $9,109-100.0% | $8,159-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $9,603-100.0% | $27,140-100.0% |