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 | $56,274 | $167,533-66.4% | $151,645-62.9% | $134,545-58.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.11% | 7.81%-14.9pp | 3.34%-10.4pp | 418.37%-425.5pp |
| Employer contribution / active EE | $14,173 | $6,828+107.6% | $6,165+129.9% | $4,742+198.9% |
| Participant deferral / active EE | $18,345 | $8,985+104.2% | $8,363+119.4% | $6,401+186.6% |
| Admin fee / account holder | $39 | $13,781-99.7% | $11,614-99.7% | $11,431-99.7% |