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 | $29,009 | $87,546-66.9% | $75,784-61.7% | $125,389-76.9% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -3.20% | 13.49%-16.7pp | 9.68%-12.9pp | 282.24%-285.4pp |
| Employer contribution / active EE | $3,928 | $3,9300% | $3,323+18.2% | $4,866-19.3% |
| Participant deferral / active EE | $4,394 | $4,230+3.9% | $3,652+20.3% | $5,352-17.9% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |