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 | $28,965 | $138,102-79.0% | $125,381-76.9% | $134,532-78.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.83% | 750.73%-770.6pp | 572.31%-592.1pp | 418.27%-438.1pp |
| Employer contribution / active EE | $2,771 | $5,245-47.2% | $4,815-42.5% | $4,741-41.6% |
| Participant deferral / active EE | $5,225 | $7,801-33.0% | $7,448-29.9% | $6,401-18.4% |
| Admin fee / account holder | $65 | $11,568-99.4% | $10,007-99.4% | $11,429-99.4% |