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 | $40,811 | $45,566-10.4% | $64,105-36.3% | $59,633-31.6% |
| Participation rate | 85.7% | 60.2%+25.5pp | 68.2%+17.5pp | 68.7%+17.0pp |
| Annual return | -2.67% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $4,080 | $934+336.7% | $1,820+124.2% | $2,203+85.2% |
| Participant deferral / active EE | $4,825 | $2,057+134.6% | $2,822+71.0% | $3,192+51.2% |
| Admin fee / account holder | $33 | $3,268-99.0% | $4,499-99.3% | $4,297-99.2% |