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 | $43,568 | $93,117-53.2% | $77,096-43.5% | $134,532-67.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.95% | 62.67%-82.6pp | 42.35%-62.3pp | 418.27%-438.2pp |
| Employer contribution / active EE | $2,882 | $3,420-15.8% | $2,814+2.4% | $4,741-39.2% |
| Participant deferral / active EE | $13,927 | $5,241+165.7% | $4,429+214.4% | $6,401+117.6% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |