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 | $18,232 | $138,102-86.8% | $125,381-85.5% | $134,532-86.4% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -12.12% | 750.73%-762.8pp | 572.31%-584.4pp | 418.27%-430.4pp |
| Employer contribution / active EE | $3,034 | $5,245-42.2% | $4,815-37.0% | $4,741-36.0% |
| Participant deferral / active EE | $6,354 | $7,801-18.6% | $7,448-14.7% | $6,401-0.7% |
| Admin fee / account holder | $120 | $11,568-99.0% | $10,007-98.8% | $11,429-98.9% |