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 | $82,366 | $131,835-37.5% | $108,582-24.1% | $273,972-69.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 7.00% | -91.57%+98.6pp | -51.70%+58.7pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,449 | $4,913-70.5% | $3,758-61.4% | $4,869-70.2% |
| Participant deferral / active EE | $3,272 | $5,127-36.2% | $4,311-24.1% | $5,287-38.1% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |