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 | $84,637 | $95,975-11.8% | $74,549+13.5% | $135,379-37.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.55% | 56.96%-60.5pp | 32.53%-36.1pp | 519.79%-523.3pp |
| Employer contribution / active EE | $5,596 | $2,716+106.0% | $1,961+185.4% | $4,779+17.1% |
| Participant deferral / active EE | $5,793 | $3,844+50.7% | $3,108+86.4% | $5,609+3.3% |
| Admin fee / account holder | $209 | $6,522-96.8% | $5,059-95.9% | $10,828-98.1% |