Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,194 | $138,114-83.2% | $125,391-81.5% | $134,545-82.8% |
| Participation rate | 81.0% | 84.5%-3.5pp | 82.4%-1.4pp | 81.2%-0.3pp |
| Annual return | -12.46% | 750.88%-763.3pp | 572.41%-584.9pp | 418.37%-430.8pp |
| Employer contribution / active EE | $1,253 | $5,246-76.1% | $4,816-74.0% | $4,742-73.6% |
| Participant deferral / active EE | $4,617 | $7,801-40.8% | $7,448-38.0% | $6,401-27.9% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |