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 | $40,388 | $167,352-75.9% | $143,788-71.9% | $134,509-70.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.39% | 0.47%-19.9pp | -0.03%-19.4pp | 418.13%-437.5pp |
| Employer contribution / active EE | $7,942 | $5,620+41.3% | $4,952+60.4% | $4,741+67.5% |
| Participant deferral / active EE | $11,120 | $6,447+72.5% | $5,638+97.2% | $6,400+73.7% |
| Admin fee / account holder | $172 | $18,091-99.0% | $14,675-98.8% | $11,427-98.5% |