Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,656 | $66,223-86.9% | - | $152,897-94.3% |
| Participation rate | 80.0% | 72.4%+7.6pp | - | 82.5%-2.5pp |
| Annual return | 0.00% | 27.69%-27.7pp | - | 345.43%-345.4pp |
| Employer contribution / active EE | $3,940 | $2,777+41.9% | - | $4,764-17.3% |
| Participant deferral / active EE | $4,047 | $4,140-2.2% | - | $5,851-30.8% |
| Admin fee / account holder | $0 | $4,664-100.0% | - | $11,599-100.0% |