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 | $26,227 | $133,983-80.4% | $112,244-76.6% | $134,493-80.5% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.2pp |
| Annual return | -15.69% | 47.13%-62.8pp | 27.46%-43.2pp | 418.01%-433.7pp |
| Employer contribution / active EE | $2,475 | $4,039-38.7% | $3,635-31.9% | $4,740-47.8% |
| Participant deferral / active EE | $3,698 | $5,291-30.1% | $4,728-21.8% | $6,400-42.2% |
| Admin fee / account holder | $72 | $7,490-99.0% | $6,411-98.9% | $11,425-99.4% |