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 | $120,295 | $69,518+73.0% | $59,883+100.9% | $135,382-11.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.40% | 7.95%-13.3pp | 3.46%-8.9pp | 519.77%-525.2pp |
| Employer contribution / active EE | $2,249 | $3,235-30.5% | $2,722-17.4% | $4,779-52.9% |
| Participant deferral / active EE | $6,299 | $4,204+49.8% | $3,402+85.2% | $5,609+12.3% |
| Admin fee / account holder | $19 | $5,734-99.7% | $3,591-99.5% | $10,829-99.8% |