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 | $32,918 | $52,678-37.5% | $75,784-56.6% | $59,633-44.8% |
| Participation rate | 96.4% | 67.2%+29.2pp | 75.8%+20.6pp | 68.7%+27.8pp |
| Annual return | -0.97% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,496 | $2,193-31.8% | $3,323-55.0% | $2,203-32.1% |
| Participant deferral / active EE | $3,137 | $2,591+21.1% | $3,652-14.1% | $3,192-1.7% |
| Admin fee / account holder | $276 | $3,610-92.4% | $5,300-94.8% | $4,297-93.6% |