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 | $43,226 | $75,832-43.0% | $147,618-70.7% | $59,633-27.5% |
| Participation rate | 98.7% | 71.6%+27.1pp | 84.6%+14.0pp | 68.7%+30.0pp |
| Annual return | -0.95% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $2,789 | $3,485-20.0% | $5,565-49.9% | $2,203+26.6% |
| Participant deferral / active EE | $3,524 | $3,131+12.6% | $4,895-28.0% | $3,192+10.4% |
| Admin fee / account holder | $280 | $5,986-95.3% | $11,612-97.6% | $4,297-93.5% |