Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $43,477 | $95,915-54.7% | $79,580-45.4% | $134,532-67.7% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -18.21% | -2.71%-15.5pp | 0.15%-18.4pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,251 | $3,129-28.1% | $2,413-6.7% | $4,741-52.5% |
| Participant deferral / active EE | $6,816 | $4,693+45.2% | $3,985+71.0% | $6,401+6.5% |
| Admin fee / account holder | $23 | $9,132-99.7% | $6,835-99.7% | $11,429-99.8% |