Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $131,356 | $84,518+55.4% | $67,704+94.0% | $125,389+4.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.48% | 2.57%-4.1pp | 25.41%-26.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $7,482 | $3,292+127.3% | $2,559+192.3% | $4,866+53.8% |
| Participant deferral / active EE | $4,454 | $4,430+0.5% | $3,585+24.2% | $5,352-16.8% |
| Admin fee / account holder | $37 | $5,340-99.3% | $4,255-99.1% | $9,541-99.6% |