Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,592 | $92,684-61.6% | $82,706-57.0% | $134,509-73.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -19.94% | 945.84%-965.8pp | 701.76%-721.7pp | 418.13%-438.1pp |
| Employer contribution / active EE | $3,278 | $3,272+0.2% | $3,007+9.0% | $4,741-30.9% |
| Participant deferral / active EE | $6,126 | $4,800+27.6% | $4,394+39.4% | $6,400-4.3% |
| Admin fee / account holder | $233 | $5,982-96.1% | $5,329-95.6% | $11,427-98.0% |