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 | $32,654 | $78,694-58.5% | $67,652-51.7% | $125,389-74.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.77% | 9.46%-10.2pp | 6625.40%-6626.2pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,391 | $3,044-21.5% | $2,266+5.5% | $4,866-50.9% |
| Participant deferral / active EE | $4,671 | $4,292+8.8% | $3,560+31.2% | $5,352-12.7% |
| Admin fee / account holder | $9 | $7,403-99.9% | $4,821-99.8% | $9,541-99.9% |