Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,196 | $25,979-87.7% | $71,778-95.5% | $68,490-95.3% |
| Participation rate | 73.9% | 54.5%+19.4pp | 62.3%+11.6pp | 67.9%+6.0pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.15%-9.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,063 | $900+18.1% | $1,704-37.6% | $2,597-59.1% |
| Participant deferral / active EE | $1,559 | $1,522+2.4% | $2,656-41.3% | $4,028-61.3% |
| Admin fee / account holder | $9 | $2,022-99.6% | $3,974-99.8% | $5,403-99.8% |