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 | $135,716 | $168,635-19.5% | $147,617-8.1% | $125,389+8.2% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -0.95% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $5,618 | $6,252-10.1% | $5,564+1.0% | $4,866+15.4% |
| Participant deferral / active EE | $6,099 | $5,507+10.8% | $4,895+24.6% | $5,352+14.0% |
| Admin fee / account holder | $108 | $13,580-99.2% | $11,612-99.1% | $9,541-98.9% |