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 | $85,660 | $92,219-7.1% | $76,768+11.6% | $135,379-36.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.75% | 5.46%-12.2pp | 2.43%-9.2pp | 519.79%-526.5pp |
| Employer contribution / active EE | $2,174 | $3,216-32.4% | $2,485-12.5% | $4,779-54.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $116 | $10,749-98.9% | $6,675-98.3% | $10,828-98.9% |