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 | $16,294 | $84,518-80.7% | $67,704-75.9% | $125,389-87.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.45% | 2.57%-6.0pp | 25.41%-28.9pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,025 | $3,292-68.9% | $2,559-60.0% | $4,866-78.9% |
| Participant deferral / active EE | $1,748 | $4,430-60.5% | $3,585-51.2% | $5,352-67.3% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |