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 | $15,873 | $90,607-82.5% | $79,467-80.0% | $135,380-88.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -9.01% | 977.74%-986.7pp | 718.30%-727.3pp | 519.81%-528.8pp |
| Employer contribution / active EE | $1,287 | $3,068-58.1% | $2,800-54.1% | $4,779-73.1% |
| Participant deferral / active EE | $1,895 | $4,050-53.2% | $3,704-48.8% | $5,609-66.2% |
| Admin fee / account holder | $292 | $5,895-95.1% | $5,104-94.3% | $10,828-97.3% |