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 | $22,062 | $43,730-49.5% | $121,220-81.8% | $64,173-65.6% |
| Participation rate | 87.9% | 58.3%+29.5pp | 71.8%+16.1pp | 69.6%+18.3pp |
| Annual return | -4.26% | 68.94%-73.2pp | 16.94%-21.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,015 | $1,297+55.4% | $4,023-49.9% | $2,381-15.3% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $113 | $3,502-96.8% | $5,021-97.7% | $4,887-97.7% |