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 | $68,157 | $93,124-26.8% | $77,100-11.6% | $134,545-49.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.33% | 62.68%-78.0pp | 42.35%-57.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $1,829 | $3,421-46.5% | $2,815-35.0% | $4,742-61.4% |
| Participant deferral / active EE | $6,750 | $5,242+28.8% | $4,430+52.4% | $6,401+5.4% |
| Admin fee / account holder | $19 | $6,970-99.7% | $5,443-99.7% | $11,431-99.8% |