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 | $26,671 | $72,177-63.0% | $115,038-76.8% | $59,633-55.3% |
| Participation rate | 91.3% | 72.6%+18.8pp | 81.4%+9.9pp | 68.7%+22.6pp |
| Annual return | -0.82% | 12.02%-12.8pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,669 | $2,841-41.3% | $4,608-63.8% | $2,203-24.2% |
| Participant deferral / active EE | $2,941 | $4,783-38.5% | $6,026-51.2% | $3,192-7.9% |
| Admin fee / account holder | $134 | $4,927-97.3% | $8,175-98.4% | $4,297-96.9% |