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 | $23,735 | $82,288-71.2% | $68,794-65.5% | $134,509-82.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.44% | -2.19%-17.3pp | -6.37%-13.1pp | 418.13%-437.6pp |
| Employer contribution / active EE | $11,364 | $3,301+244.3% | $2,656+327.9% | $4,741+139.7% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |