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 | $52,964 | $69,518-23.8% | $59,887-11.6% | $135,379-60.9% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.7%+21.1pp | 82.6%+13.2pp |
| Annual return | -8.56% | 7.95%-16.5pp | 3.46%-12.0pp | 519.79%-528.3pp |
| Employer contribution / active EE | $1,823 | $3,235-43.6% | $2,722-33.0% | $4,779-61.9% |
| Participant deferral / active EE | $4,625 | $4,204+10.0% | $3,402+35.9% | $5,609-17.5% |
| Admin fee / account holder | $54 | $5,734-99.1% | $3,591-98.5% | $10,828-99.5% |