Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,589 | $100,792-80.6% | $86,691-77.4% | $134,509-85.4% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -18.63% | 29.08%-47.7pp | 35.94%-54.6pp | 418.13%-436.8pp |
| Employer contribution / active EE | $1,343 | $3,491-61.5% | $2,837-52.7% | $4,741-71.7% |
| Participant deferral / active EE | $2,249 | $5,339-57.9% | $4,656-51.7% | $6,400-64.9% |
| Admin fee / account holder | $248 | $10,924-97.7% | $7,492-96.7% | $11,427-97.8% |