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 | $133,312 | $90,467+47.4% | $93,759+42.2% | $134,532-0.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -3.94% | -15.72%+11.8pp | -11.33%+7.4pp | 418.27%-422.2pp |
| Employer contribution / active EE | $7,327 | $4,345+68.6% | $4,324+69.4% | $4,741+54.5% |
| Participant deferral / active EE | $0 | $5,980-100.0% | $6,096-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,258-100.0% | $7,197-100.0% | $11,429-100.0% |