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 | $59,799 | $107,809-44.5% | $90,657-34.0% | $135,380-55.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.14% | -0.90%-7.2pp | 1.89%-10.0pp | 519.81%-527.9pp |
| Employer contribution / active EE | $11,241 | $3,018+272.5% | $2,532+344.0% | $4,779+135.2% |
| Participant deferral / active EE | $6,167 | $3,872+59.3% | $3,424+80.1% | $5,609+9.9% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |