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 | $15,447 | $75,962-79.7% | $154,111-90.0% | $64,173-75.9% |
| Participation rate | 75.0% | 70.4%+4.6pp | 83.0%-8.0pp | 69.6%+5.4pp |
| Annual return | -6.77% | 30.32%-37.1pp | 735.18%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $837 | $3,350-75.0% | $5,298-84.2% | $2,381-64.8% |
| Participant deferral / active EE | $1,294 | $3,175-59.2% | $5,081-74.5% | $3,470-62.7% |
| Admin fee / account holder | $8 | $5,589-99.9% | $13,411-99.9% | $4,887-99.8% |