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 | $23,859 | $49,280-51.6% | $67,313-64.6% | $64,173-62.8% |
| Participation rate | 92.9% | 60.8%+32.1pp | 69.1%+23.8pp | 69.6%+23.3pp |
| Annual return | -6.43% | -1.39%-5.0pp | -4.08%-2.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,242 | $1,668+34.4% | $2,566-12.6% | $2,381-5.8% |
| Participant deferral / active EE | $3,371 | $2,484+35.7% | $3,568-5.5% | $3,470-2.8% |
| Admin fee / account holder | $175 | $3,863-95.5% | $4,507-96.1% | $4,887-96.4% |