Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,961 | $106,551-80.3% | $91,225-77.0% | $134,532-84.4% |
| Participation rate | 72.2% | 76.8%-4.6pp | 73.2%-1.0pp | 81.2%-9.0pp |
| Annual return | -16.19% | 160.78%-177.0pp | 114.12%-130.3pp | 418.27%-434.5pp |
| Employer contribution / active EE | $5,961 | $3,331+78.9% | $2,851+109.1% | $4,741+25.7% |
| Participant deferral / active EE | $4,134 | $4,718-12.4% | $4,233-2.4% | $6,401-35.4% |
| Admin fee / account holder | $8 | $6,234-99.9% | $5,422-99.9% | $11,429-99.9% |