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 | $35,951 | $82,674-56.5% | $125,381-71.3% | $68,486-47.5% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -17.37% | -5.97%-11.4pp | 572.31%-589.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,799 | $3,382-46.8% | $4,815-62.6% | $2,597-30.7% |
| Participant deferral / active EE | $6,107 | $6,111-0.1% | $7,448-18.0% | $4,028+51.6% |
| Admin fee / account holder | $212 | $6,277-96.6% | $10,007-97.9% | $5,404-96.1% |