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 | $81,836 | $97,020-15.7% | $83,322-1.8% | $135,379-39.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.17% | 12.31%-21.5pp | 10.64%-19.8pp | 519.79%-529.0pp |
| Employer contribution / active EE | $2,375 | $4,144-42.7% | $3,379-29.7% | $4,779-50.3% |
| Participant deferral / active EE | $3,265 | $5,964-45.3% | $5,565-41.3% | $5,609-41.8% |
| Admin fee / account holder | $189 | $8,426-97.8% | $7,540-97.5% | $10,828-98.3% |