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 | $42,781 | $92,766-53.9% | $82,763-48.3% | $134,545-68.2% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -16.36% | 946.97%-963.3pp | 702.45%-718.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,488 | $3,273-54.6% | $3,008-50.6% | $4,742-68.6% |
| Participant deferral / active EE | $6,046 | $4,802+25.9% | $4,395+37.6% | $6,401-5.6% |
| Admin fee / account holder | $151 | $5,978-97.5% | $5,325-97.2% | $11,431-98.7% |