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 | $47,557 | $180,459-73.6% | $154,108-69.1% | $135,380-64.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.45% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $5,900 | $6,035-2.2% | $5,298+11.4% | $4,779+23.5% |
| Participant deferral / active EE | $3,320 | $5,806-42.8% | $5,081-34.7% | $5,609-40.8% |
| Admin fee / account holder | $135 | $16,145-99.2% | $13,411-99.0% | $10,828-98.8% |