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 | $25,043 | $133,998-81.3% | $112,263-77.7% | $134,545-81.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.56% | 47.17%-52.7pp | 27.49%-33.0pp | 418.37%-423.9pp |
| Employer contribution / active EE | $8,990 | $4,040+122.5% | $3,636+147.2% | $4,742+89.6% |
| Participant deferral / active EE | $10,026 | $5,292+89.4% | $4,729+112.0% | $6,401+56.6% |
| Admin fee / account holder | $93 | $7,493-98.8% | $6,410-98.6% | $11,431-99.2% |