Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,069 | $142,361-59.9% | $119,608-52.3% | $134,509-57.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.73% | -12.46%-6.3pp | -14.98%-3.7pp | 418.13%-436.9pp |
| Employer contribution / active EE | $4,369 | $5,224-16.4% | $4,232+3.2% | $4,741-7.8% |
| Participant deferral / active EE | $10,802 | $6,468+67.0% | $5,601+92.9% | $6,400+68.8% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |