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 | $42,339 | $95,895-55.8% | $79,576-46.8% | $134,509-68.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.51% | -2.72%-17.8pp | 0.15%-20.7pp | 418.13%-438.6pp |
| Employer contribution / active EE | $1,856 | $3,128-40.7% | $2,413-23.1% | $4,741-60.8% |
| Participant deferral / active EE | $1,856 | $4,693-60.5% | $3,985-53.4% | $6,400-71.0% |
| Admin fee / account holder | -$76 | $9,129-100.8% | $6,834-101.1% | $11,427-100.7% |