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 | $42,416 | $180,466-76.5% | $154,114-72.5% | $135,382-68.7% |
| Participation rate | 95.2% | 87.4%+7.8pp | 83.0%+12.2pp | 82.6%+12.6pp |
| Annual return | -8.08% | 888.15%-896.2pp | 735.16%-743.2pp | 519.77%-527.8pp |
| Employer contribution / active EE | $2,054 | $6,035-66.0% | $5,298-61.2% | $4,779-57.0% |
| Participant deferral / active EE | $4,734 | $5,806-18.5% | $5,081-6.8% | $5,609-15.6% |
| Admin fee / account holder | $23 | $16,144-99.9% | $13,411-99.8% | $10,829-99.8% |