Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,883 | $46,697-44.6% | $117,533-78.0% | $68,486-62.2% |
| Participation rate | 84.4% | 56.8%+27.6pp | 70.6%+13.8pp | 67.9%+16.5pp |
| Annual return | -17.66% | -14.52%-3.1pp | 29.77%-47.4pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,762 | $1,506+17.1% | $4,179-57.8% | $2,597-32.1% |
| Participant deferral / active EE | $2,559 | $2,637-3.0% | $4,072-37.2% | $4,028-36.5% |
| Admin fee / account holder | $138 | $4,023-96.6% | $5,647-97.6% | $5,404-97.4% |