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 | $30,818 | $138,114-77.7% | $125,391-75.4% | $134,545-77.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -13.81% | 750.88%-764.7pp | 572.41%-586.2pp | 418.37%-432.2pp |
| Employer contribution / active EE | $1,852 | $5,246-64.7% | $4,816-61.5% | $4,742-60.9% |
| Participant deferral / active EE | $6,258 | $7,801-19.8% | $7,448-16.0% | $6,401-2.2% |
| Admin fee / account holder | $123 | $11,570-98.9% | $10,009-98.8% | $11,431-98.9% |