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 | $42,289 | $167,353-74.7% | $143,797-70.6% | $134,545-68.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.65% | 0.48%-6.1pp | -0.04%-5.6pp | 418.37%-424.0pp |
| Employer contribution / active EE | $15,549 | $5,620+176.6% | $4,952+214.0% | $4,742+227.9% |
| Participant deferral / active EE | $14,345 | $6,447+122.5% | $5,638+154.4% | $6,401+124.1% |
| Admin fee / account holder | $69 | $18,096-99.6% | $14,679-99.5% | $11,431-99.4% |