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 | $45,942 | $138,072-66.7% | $123,549-62.8% | $135,382-66.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.53% | 153.69%-162.2pp | 119.20%-127.7pp | 519.77%-528.3pp |
| Employer contribution / active EE | $2,250 | $5,152-56.3% | $4,628-51.4% | $4,779-52.9% |
| Participant deferral / active EE | $5,456 | $6,799-19.8% | $6,426-15.1% | $5,609-2.7% |
| Admin fee / account holder | $97 | $10,917-99.1% | $9,284-99.0% | $10,829-99.1% |