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 | $20,900 | $97,732-78.6% | $83,831-75.1% | $135,380-84.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -6.69% | 1287.56%-1294.2pp | 850.99%-857.7pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,364 | $4,222-67.7% | $3,631-62.4% | $4,779-71.5% |
| Participant deferral / active EE | $4,516 | $4,683-3.6% | $4,082+10.6% | $5,609-19.5% |
| Admin fee / account holder | $15 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |