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 | $53,702 | $78,694-31.8% | $67,652-20.6% | $125,389-57.2% |
| Participation rate | 73.3% | 78.8%-5.5pp | 75.7%-2.3pp | 83.2%-9.9pp |
| Annual return | -2.54% | 9.46%-12.0pp | 6625.40%-6627.9pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,757 | $3,044-42.3% | $2,266-22.4% | $4,866-63.9% |
| Participant deferral / active EE | $4,619 | $4,292+7.6% | $3,560+29.8% | $5,352-13.7% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |