Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,871 | $106,557-68.2% | $91,227-62.9% | $134,545-74.8% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -19.96% | 160.81%-180.8pp | 114.14%-134.1pp | 418.37%-438.3pp |
| Employer contribution / active EE | $12,067 | $3,332+262.2% | $2,851+323.2% | $4,742+154.5% |
| Participant deferral / active EE | $5,107 | $4,719+8.2% | $4,234+20.6% | $6,401-20.2% |
| Admin fee / account holder | $83 | $6,235-98.7% | $5,423-98.5% | $11,431-99.3% |