Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,258 | $95,917-89.3% | $79,583-87.1% | $134,545-92.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -15.86% | -2.70%-13.2pp | 0.16%-16.0pp | 418.37%-434.2pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,132 | $4,694-54.6% | $3,986-46.5% | $6,401-66.7% |
| Admin fee / account holder | $37 | $9,132-99.6% | $6,835-99.5% | $11,431-99.7% |