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 | $82,078 | $133,981-38.7% | $112,249-26.9% | $134,532-39.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.68% | 47.16%-61.8pp | 27.48%-42.2pp | 418.27%-433.0pp |
| Employer contribution / active EE | $10,925 | $4,040+170.4% | $3,636+200.5% | $4,741+130.4% |
| Participant deferral / active EE | $5,214 | $5,292-1.5% | $4,729+10.3% | $6,401-18.5% |
| Admin fee / account holder | $214 | $7,492-97.1% | $6,412-96.7% | $11,429-98.1% |