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 | $131,798 | $142,409-7.5% | $119,634+10.2% | $134,545-2.0% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -18.34% | -12.46%-5.9pp | -14.98%-3.4pp | 418.37%-436.7pp |
| Employer contribution / active EE | $8,118 | $5,224+55.4% | $4,232+91.8% | $4,742+71.2% |
| Participant deferral / active EE | $18,078 | $6,468+179.5% | $5,601+222.8% | $6,401+182.4% |
| Admin fee / account holder | $36 | $13,594-99.7% | $10,329-99.7% | $11,431-99.7% |