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 | $40,009 | $142,409-71.9% | $119,634-66.6% | $134,545-70.3% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -18.66% | -12.46%-6.2pp | -14.98%-3.7pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,901 | $5,224-44.5% | $4,232-31.5% | $4,742-38.8% |
| Participant deferral / active EE | $6,183 | $6,468-4.4% | $5,601+10.4% | $6,401-3.4% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |