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 | $53,215 | $113,941-53.3% | $94,229-43.5% | $125,389-57.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.84% | 5.29%-8.1pp | 10.68%-13.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $3,049 | $4,727-35.5% | $3,587-15.0% | $4,866-37.4% |
| Participant deferral / active EE | $1,792 | $5,179-65.4% | $4,320-58.5% | $5,352-66.5% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |