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 | $133,000 | $133,981-0.7% | $112,249+18.5% | $134,532-1.1% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -5.86% | 47.16%-53.0pp | 27.48%-33.3pp | 418.27%-424.1pp |
| Employer contribution / active EE | $3,156 | $4,040-21.9% | $3,636-13.2% | $4,741-33.4% |
| Participant deferral / active EE | $5,455 | $5,292+3.1% | $4,729+15.4% | $6,401-14.8% |
| Admin fee / account holder | $80 | $7,492-98.9% | $6,412-98.8% | $11,429-99.3% |