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 | $77,517 | $158,852-51.2% | $121,220-36.1% | $135,380-42.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.23% | -0.64%-6.6pp | 16.94%-24.2pp | 519.81%-527.0pp |
| Employer contribution / active EE | $25,751 | $5,666+354.5% | $4,023+540.2% | $4,779+438.8% |
| Participant deferral / active EE | $13,007 | $4,006+224.7% | $3,345+288.8% | $5,609+131.9% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |