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 | $22,577 | $77,817-71.0% | $123,553-81.7% | $64,173-64.8% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.3%+14.9pp | 69.6%+27.7pp |
| Annual return | -2.66% | 12.49%-15.1pp | 119.21%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,551 | $3,014-15.4% | $4,628-44.9% | $2,381+7.1% |
| Participant deferral / active EE | $6,312 | $5,240+20.5% | $6,426-1.8% | $3,470+81.9% |
| Admin fee / account holder | $143 | $5,519-97.4% | $9,284-98.5% | $4,887-97.1% |