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 | $23,891 | $64,311-62.9% | $57,356-58.3% | $125,389-80.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.01% | 25.14%-26.2pp | 24.41%-25.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,339 | $3,193-58.1% | $2,689-50.2% | $4,866-72.5% |
| Participant deferral / active EE | $4,017 | $3,846+4.4% | $3,162+27.1% | $5,352-24.9% |
| Admin fee / account holder | $46 | $5,243-99.1% | $3,357-98.6% | $9,541-99.5% |