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 | $128,435 | $107,809+19.1% | $90,657+41.7% | $135,380-5.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.54% | -0.90%-5.6pp | 1.89%-8.4pp | 519.81%-526.3pp |
| Employer contribution / active EE | $10,557 | $3,018+249.8% | $2,532+317.0% | $4,779+120.9% |
| Participant deferral / active EE | $7,253 | $3,872+87.3% | $3,424+111.8% | $5,609+29.3% |
| Admin fee / account holder | $7 | $5,931-99.9% | $4,994-99.9% | $10,828-99.9% |