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 | $132,561 | $75,962+74.5% | $154,108-14.0% | $64,173+106.6% |
| Participation rate | 77.8% | 70.4%+7.4pp | 83.0%-5.3pp | 69.6%+8.2pp |
| Annual return | -5.36% | 30.32%-35.7pp | 735.21%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,777 | $3,350-47.0% | $5,298-66.5% | $2,381-25.4% |
| Participant deferral / active EE | $2,952 | $3,175-7.0% | $5,081-41.9% | $3,470-14.9% |
| Admin fee / account holder | $2 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |