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 | $24,398 | $95,979-74.6% | $74,551-67.3% | $135,380-82.0% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -8.07% | 56.97%-65.0pp | 32.53%-40.6pp | 519.81%-527.9pp |
| Employer contribution / active EE | $2,220 | $2,716-18.3% | $1,961+13.2% | $4,779-53.5% |
| Participant deferral / active EE | $3,895 | $3,844+1.3% | $3,108+25.3% | $5,609-30.6% |
| Admin fee / account holder | $42 | $6,522-99.4% | $5,059-99.2% | $10,828-99.6% |