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 | $51,184 | $82,314-37.8% | $68,808-25.6% | $134,532-62.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.39% | -2.18%-12.2pp | -6.37%-8.0pp | 418.27%-432.7pp |
| Employer contribution / active EE | $3,255 | $3,301-1.4% | $2,656+22.6% | $4,741-31.3% |
| Participant deferral / active EE | $1,972 | $4,740-58.4% | $3,942-50.0% | $6,401-69.2% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |