Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,950 | $99,644-77.0% | $86,438-73.4% | $134,532-82.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.46% | 6787.26%-6807.7pp | 4397.19%-4417.6pp | 418.27%-438.7pp |
| Employer contribution / active EE | $3,549 | $4,402-19.4% | $3,769-5.8% | $4,741-25.1% |
| Participant deferral / active EE | $5,901 | $7,247-18.6% | $6,952-15.1% | $6,401-7.8% |
| Admin fee / account holder | $84 | $8,375-99.0% | $6,733-98.8% | $11,429-99.3% |