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 | $21,992 | $97,020-77.3% | $83,327-73.6% | $135,380-83.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.54% | 12.31%-20.9pp | 10.64%-19.2pp | 519.81%-528.3pp |
| Employer contribution / active EE | $578 | $4,144-86.0% | $3,379-82.9% | $4,779-87.9% |
| Participant deferral / active EE | $4,437 | $5,964-25.6% | $5,565-20.3% | $5,609-20.9% |
| Admin fee / account holder | $158 | $8,426-98.1% | $7,540-97.9% | $10,828-98.5% |