Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,321 | $95,915-78.8% | $79,580-74.5% | $134,532-84.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -17.20% | -2.71%-14.5pp | 0.15%-17.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $968 | $3,129-69.1% | $2,413-59.9% | $4,741-79.6% |
| Participant deferral / active EE | $5,345 | $4,693+13.9% | $3,985+34.1% | $6,401-16.5% |
| Admin fee / account holder | $1 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |