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 | $26,328 | $82,324-68.0% | $68,803-61.7% | $134,545-80.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.82% | -2.17%-15.6pp | -6.37%-11.4pp | 418.37%-436.2pp |
| Employer contribution / active EE | $1,735 | $3,302-47.4% | $2,656-34.7% | $4,742-63.4% |
| Participant deferral / active EE | $5,838 | $4,740+23.2% | $3,942+48.1% | $6,401-8.8% |
| Admin fee / account holder | $115 | $6,485-98.2% | $4,936-97.7% | $11,431-99.0% |