Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,586 | $105,866-75.8% | $90,766-71.8% | $134,545-81.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.19% | -10.99%-9.2pp | -12.16%-8.0pp | 418.37%-438.6pp |
| Employer contribution / active EE | $2,880 | $3,464-16.9% | $2,922-1.4% | $4,742-39.3% |
| Participant deferral / active EE | $18,000 | $5,217+245.0% | $4,565+294.3% | $6,401+181.2% |
| Admin fee / account holder | $97 | $13,938-99.3% | $8,446-98.9% | $11,431-99.2% |