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 | $57,476 | $167,353-65.7% | $143,797-60.0% | $134,545-57.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.76% | 0.48%-17.2pp | -0.04%-16.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $3,098 | $5,620-44.9% | $4,952-37.4% | $4,742-34.7% |
| Participant deferral / active EE | $9,347 | $6,447+45.0% | $5,638+65.8% | $6,401+46.0% |
| Admin fee / account holder | $218 | $18,096-98.8% | $14,679-98.5% | $11,431-98.1% |