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 | $100,577 | $99,032+1.6% | $80,022+25.7% | $135,379-25.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.89% | 15.39%-22.3pp | 11.22%-18.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $1,876 | $3,043-38.4% | $2,468-24.0% | $4,779-60.7% |
| Participant deferral / active EE | $8,398 | $4,282+96.1% | $3,686+127.8% | $5,609+49.7% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |