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 | $88,872 | $134,001-33.7% | $112,258-20.8% | $134,509-33.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.75% | 47.15%-66.9pp | 27.47%-47.2pp | 418.13%-437.9pp |
| Employer contribution / active EE | $5,145 | $4,039+27.4% | $3,636+41.5% | $4,741+8.5% |
| Participant deferral / active EE | $3,202 | $5,291-39.5% | $4,728-32.3% | $6,400-50.0% |
| Admin fee / account holder | $6 | $7,491-99.9% | $6,411-99.9% | $11,427-99.9% |