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 | $35,399 | $92,219-61.6% | $76,767-53.9% | $135,380-73.9% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -5.45% | 5.46%-10.9pp | 2.43%-7.9pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,344 | $3,216-58.2% | $2,485-45.9% | $4,779-71.9% |
| Participant deferral / active EE | $2,826 | $4,508-37.3% | $3,852-26.6% | $5,609-49.6% |
| Admin fee / account holder | $47 | $10,749-99.6% | $6,675-99.3% | $10,828-99.6% |