Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,310 | $134,001-77.4% | $112,258-73.0% | $134,509-77.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.30% | 47.15%-61.5pp | 27.47%-41.8pp | 418.13%-432.4pp |
| Employer contribution / active EE | $13,630 | $4,039+237.4% | $3,636+274.9% | $4,741+187.5% |
| Participant deferral / active EE | $7,687 | $5,291+45.3% | $4,728+62.6% | $6,400+20.1% |
| Admin fee / account holder | $102 | $7,491-98.6% | $6,411-98.4% | $11,427-99.1% |