Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $85,664 | $133,998-36.1% | $112,263-23.7% | $134,545-36.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -13.30% | 47.17%-60.5pp | 27.49%-40.8pp | 418.37%-431.7pp |
| Employer contribution / active EE | $3,120 | $4,040-22.8% | $3,636-14.2% | $4,742-34.2% |
| Participant deferral / active EE | $18,388 | $5,292+247.4% | $4,729+288.8% | $6,401+187.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |