Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $62,501 | $117,694-46.9% | $71,755-12.9% | $134,532-53.5% |
| Participation rate | 83.3% | 68.8%+14.5pp | 62.3%+21.0pp | 81.2%+2.1pp |
| Annual return | -13.41% | 25.33%-38.7pp | 9.09%-22.5pp | 418.27%-431.7pp |
| Employer contribution / active EE | $6,143 | $2,523+143.5% | $1,704+260.6% | $4,741+29.6% |
| Participant deferral / active EE | $6,283 | $3,753+67.4% | $2,656+136.6% | $6,401-1.8% |
| Admin fee / account holder | $109 | $6,374-98.3% | $3,972-97.3% | $11,429-99.0% |