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 | $50,830 | $92,219-44.9% | $76,767-33.8% | $135,380-62.5% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | -7.40% | 5.46%-12.9pp | 2.43%-9.8pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,666 | $3,216-48.2% | $2,485-33.0% | $4,779-65.1% |
| Participant deferral / active EE | $1,933 | $4,508-57.1% | $3,852-49.8% | $5,609-65.5% |
| Admin fee / account holder | $237 | $10,749-97.8% | $6,675-96.4% | $10,828-97.8% |