Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,539 | $90,448-62.9% | $93,786-64.2% | $134,545-75.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 81.0%-6.0pp | 81.2%-6.2pp |
| Annual return | -16.48% | -15.71%-0.8pp | -11.32%-5.2pp | 418.37%-434.8pp |
| Employer contribution / active EE | $3,588 | $4,349-17.5% | $4,328-17.1% | $4,742-24.3% |
| Participant deferral / active EE | $8,491 | $5,983+41.9% | $6,100+39.2% | $6,401+32.6% |
| Admin fee / account holder | $14 | $9,232-99.8% | $7,184-99.8% | $11,431-99.9% |