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 | $151,960 | $167,362-9.2% | $143,799+5.7% | $134,532+13.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.86% | 0.47%-16.3pp | -0.04%-15.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $2,729 | $5,620-51.4% | $4,952-44.9% | $4,741-42.4% |
| Participant deferral / active EE | $4,428 | $6,447-31.3% | $5,638-21.5% | $6,401-30.8% |
| Admin fee / account holder | $61 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |