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 | $42,560 | $127,096-66.5% | $105,736-59.7% | $135,380-68.6% |
| Participation rate | 90.9% | 82.7%+8.2pp | 76.3%+14.6pp | 82.6%+8.3pp |
| Annual return | -8.38% | 4.49%-12.9pp | 6.27%-14.7pp | 519.81%-528.2pp |
| Employer contribution / active EE | $1,886 | $4,107-54.1% | $3,268-42.3% | $4,779-60.5% |
| Participant deferral / active EE | $9,539 | $5,064+88.4% | $4,080+133.8% | $5,609+70.1% |
| Admin fee / account holder | $57 | $9,087-99.4% | $6,913-99.2% | $10,828-99.5% |