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 | $173,166 | $93,117+86.0% | $77,096+124.6% | $134,532+28.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.73% | 62.67%-75.4pp | 42.35%-55.1pp | 418.27%-431.0pp |
| Employer contribution / active EE | $3,009 | $3,420-12.0% | $2,814+6.9% | $4,741-36.5% |
| Participant deferral / active EE | $5,450 | $5,241+4.0% | $4,429+23.0% | $6,401-14.9% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |