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 | $48,215 | $138,114-65.1% | $125,391-61.5% | $134,545-64.2% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -15.59% | 750.88%-766.5pp | 572.41%-588.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,264 | $5,246-56.8% | $4,816-53.0% | $4,742-52.3% |
| Participant deferral / active EE | $4,386 | $7,801-43.8% | $7,448-41.1% | $6,401-31.5% |
| Admin fee / account holder | $216 | $11,570-98.1% | $10,009-97.8% | $11,431-98.1% |