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 | $43,991 | $138,078-68.1% | $125,363-64.9% | $134,509-67.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.12% | 750.49%-768.6pp | 572.15%-590.3pp | 418.13%-436.3pp |
| Employer contribution / active EE | $4,467 | $5,245-14.8% | $4,815-7.2% | $4,741-5.8% |
| Participant deferral / active EE | $9,000 | $7,800+15.4% | $7,447+20.9% | $6,400+40.6% |
| Admin fee / account holder | $28 | $11,566-99.8% | $10,005-99.7% | $11,427-99.8% |