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 | $231,813 | $97,020+138.9% | $83,327+178.2% | $135,380+71.2% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -3.74% | 12.31%-16.1pp | 10.64%-14.4pp | 519.81%-523.5pp |
| Employer contribution / active EE | $2,000 | $4,144-51.7% | $3,379-40.8% | $4,779-58.2% |
| Participant deferral / active EE | $5,142 | $5,964-13.8% | $5,565-7.6% | $5,609-8.3% |
| Admin fee / account holder | $21 | $8,426-99.8% | $7,540-99.7% | $10,828-99.8% |