Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,529 | $167,533-84.2% | $151,645-82.5% | $134,545-80.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.35% | 7.81%-25.2pp | 3.34%-20.7pp | 418.37%-435.7pp |
| Employer contribution / active EE | $13,126 | $6,828+92.2% | $6,165+112.9% | $4,742+176.8% |
| Participant deferral / active EE | $4,789 | $8,985-46.7% | $8,363-42.7% | $6,401-25.2% |
| Admin fee / account holder | $170 | $13,781-98.8% | $11,614-98.5% | $11,431-98.5% |