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 | $39,206 | $54,357-27.9% | $82,706-52.6% | $68,495-42.8% |
| Participation rate | 85.0% | 63.9%+21.1pp | 72.6%+12.4pp | 67.9%+17.1pp |
| Annual return | -16.55% | -13.67%-2.9pp | 701.76%-718.3pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,459 | $2,218+10.8% | $3,007-18.2% | $2,596-5.3% |
| Participant deferral / active EE | $8,552 | $3,246+163.4% | $4,394+94.7% | $4,028+112.3% |
| Admin fee / account holder | $165 | $4,396-96.2% | $5,329-96.9% | $5,403-96.9% |