Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,189 | $167,362-74.8% | $143,799-70.7% | $134,532-68.6% |
| Participation rate | 77.3% | 84.8%-7.5pp | 80.3%-3.0pp | 81.2%-4.0pp |
| Annual return | -18.92% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $3,412 | $5,620-39.3% | $4,952-31.1% | $4,741-28.0% |
| Participant deferral / active EE | $4,699 | $6,447-27.1% | $5,638-16.7% | $6,401-26.6% |
| Admin fee / account holder | $41 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |