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 | $31,752 | $67,411-52.9% | $91,004-65.1% | $70,126-54.7% |
| Participation rate | 82.5% | 71.4%+11.2pp | 75.6%+6.9pp | 69.5%+13.0pp |
| Annual return | 18.38% | -40.16%+58.5pp | 4.60%+13.8pp | 73.15%-54.8pp |
| Employer contribution / active EE | $348 | $1,786-80.5% | $2,456-85.8% | $2,343-85.2% |
| Participant deferral / active EE | $2,060 | $2,823-27.0% | $3,548-41.9% | $3,332-38.2% |
| Admin fee / account holder | $277 | $4,236-93.5% | $5,417-94.9% | $4,645-94.0% |