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 | $36,909 | $75,962-51.4% | $154,108-76.1% | $64,173-42.5% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.4pp | 69.6%+24.9pp |
| Annual return | -6.92% | 30.32%-37.2pp | 735.21%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $5,178 | $3,350+54.6% | $5,298-2.3% | $2,381+117.5% |
| Participant deferral / active EE | $3,865 | $3,175+21.8% | $5,081-23.9% | $3,470+11.4% |
| Admin fee / account holder | $234 | $5,589-95.8% | $13,411-98.3% | $4,887-95.2% |