Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,985 | $82,324-25.9% | $68,803-11.4% | $134,545-54.7% |
| Participation rate | 93.8% | 75.1%+18.7pp | 69.0%+24.7pp | 81.2%+12.5pp |
| Annual return | -11.56% | -2.17%-9.4pp | -6.37%-5.2pp | 418.37%-429.9pp |
| Employer contribution / active EE | $2,608 | $3,302-21.0% | $2,656-1.8% | $4,742-45.0% |
| Participant deferral / active EE | $6,254 | $4,740+31.9% | $3,942+58.7% | $6,401-2.3% |
| Admin fee / account holder | $284 | $6,485-95.6% | $4,936-94.3% | $11,431-97.5% |