Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,456 | $138,102-88.1% | $125,381-86.9% | $134,532-87.8% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -19.57% | 750.73%-770.3pp | 572.31%-591.9pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,998 | $5,245-61.9% | $4,815-58.5% | $4,741-57.9% |
| Participant deferral / active EE | $2,914 | $7,801-62.6% | $7,448-60.9% | $6,401-54.5% |
| Admin fee / account holder | $67 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |