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 | $56,329 | $75,935-25.8% | $60,547-7.0% | $125,389-55.1% |
| Participation rate | 88.9% | 76.5%+12.4pp | 68.0%+20.9pp | 83.2%+5.7pp |
| Annual return | -2.45% | -5.38%+2.9pp | 335.64%-338.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,329 | $3,438-61.4% | $2,419-45.1% | $4,866-72.7% |
| Participant deferral / active EE | $2,132 | $4,506-52.7% | $3,328-35.9% | $5,352-60.2% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |