Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,450 | $135,645-76.1% | $110,243-70.6% | $135,379-76.0% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -3.89% | 513.24%-517.1pp | 314.76%-318.6pp | 519.79%-523.7pp |
| Employer contribution / active EE | $2,973 | $4,907-39.4% | $3,827-22.3% | $4,779-37.8% |
| Participant deferral / active EE | $7,488 | $5,507+36.0% | $4,672+60.3% | $5,609+33.5% |
| Admin fee / account holder | $181 | $11,458-98.4% | $8,548-97.9% | $10,828-98.3% |