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 | $83,856 | $168,635-50.3% | $147,617-43.2% | $125,389-33.1% |
| Participation rate | 76.5% | 88.8%-12.3pp | 84.6%-8.2pp | 83.2%-6.7pp |
| Annual return | -3.11% | 77.65%-80.8pp | 61.98%-65.1pp | 282.24%-285.4pp |
| Employer contribution / active EE | $3,156 | $6,252-49.5% | $5,564-43.3% | $4,866-35.2% |
| Participant deferral / active EE | $4,899 | $5,507-11.0% | $4,895+0.1% | $5,352-8.5% |
| Admin fee / account holder | $2 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |