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 | $66,738 | $97,020-31.2% | $83,322-19.9% | $135,379-50.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.79% | 12.31%-21.1pp | 10.64%-19.4pp | 519.79%-528.6pp |
| Employer contribution / active EE | $8,512 | $4,144+105.4% | $3,379+151.9% | $4,779+78.1% |
| Participant deferral / active EE | $11,398 | $5,964+91.1% | $5,565+104.8% | $5,609+103.2% |
| Admin fee / account holder | $13 | $8,426-99.8% | $7,540-99.8% | $10,828-99.9% |