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 | $37,843 | $92,219-59.0% | $76,767-50.7% | $135,380-72.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.83% | 5.46%-11.3pp | 2.43%-8.3pp | 519.81%-525.6pp |
| Employer contribution / active EE | $3,397 | $3,216+5.6% | $2,485+36.7% | $4,779-28.9% |
| Participant deferral / active EE | $6,364 | $4,508+41.2% | $3,852+65.2% | $5,609+13.5% |
| Admin fee / account holder | $126 | $10,749-98.8% | $6,675-98.1% | $10,828-98.8% |