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 | $61,785 | $84,518-26.9% | $67,704-8.7% | $125,389-50.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.46% | 2.57%-2.1pp | 25.41%-25.0pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,898 | $4,430+33.1% | $3,585+64.5% | $5,352+10.2% |
| Admin fee / account holder | $84 | $5,340-98.4% | $4,255-98.0% | $9,541-99.1% |