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 | $51,462 | $85,790-40.0% | $67,313-23.5% | $135,379-62.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.21% | -0.54%+0.3pp | -4.08%+3.9pp | 519.79%-520.0pp |
| Employer contribution / active EE | $5,514 | $3,487+58.1% | $2,566+114.9% | $4,779+15.4% |
| Participant deferral / active EE | $3,955 | $4,651-15.0% | $3,568+10.8% | $5,609-29.5% |
| Admin fee / account holder | $88 | $6,392-98.6% | $4,507-98.0% | $10,828-99.2% |