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 | $48,823 | $211,946-77.0% | $169,452-71.2% | $135,380-63.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.14% | 3.26%-10.4pp | 1.83%-9.0pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,786 | $5,117-65.1% | $4,157-57.0% | $4,779-62.6% |
| Participant deferral / active EE | $3,931 | $6,075-35.3% | $5,277-25.5% | $5,609-29.9% |
| Admin fee / account holder | $6 | $11,472-99.9% | $9,110-99.9% | $10,828-99.9% |