Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,311 | $100,792-81.8% | $86,691-78.9% | $134,509-86.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.01% | 29.08%-41.1pp | 35.94%-48.0pp | 418.13%-430.1pp |
| Employer contribution / active EE | $3,471 | $3,491-0.6% | $2,837+22.4% | $4,741-26.8% |
| Participant deferral / active EE | $4,611 | $5,339-13.6% | $4,656-1.0% | $6,400-28.0% |
| Admin fee / account holder | $71 | $10,924-99.4% | $7,492-99.1% | $11,427-99.4% |