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 | $99,411 | $133,981-25.8% | $112,249-11.4% | $134,532-26.1% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -15.57% | 47.16%-62.7pp | 27.48%-43.1pp | 418.27%-433.8pp |
| Employer contribution / active EE | $8,529 | $4,040+111.1% | $3,636+134.6% | $4,741+79.9% |
| Participant deferral / active EE | $4,323 | $5,292-18.3% | $4,729-8.6% | $6,401-32.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |