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 | $45,565 | $97,729-53.4% | $83,830-45.6% | $135,379-66.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.44% | 1287.52%-1293.0pp | 850.97%-856.4pp | 519.79%-525.2pp |
| Employer contribution / active EE | $1,593 | $4,222-62.3% | $3,631-56.1% | $4,779-66.7% |
| Participant deferral / active EE | $3,704 | $4,683-20.9% | $4,082-9.3% | $5,609-34.0% |
| Admin fee / account holder | $132 | $6,674-98.0% | $5,479-97.6% | $10,828-98.8% |