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 | $47,119 | $113,941-58.6% | $94,229-50.0% | $125,389-62.4% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -3.29% | 5.29%-8.6pp | 10.68%-14.0pp | 282.24%-285.5pp |
| Employer contribution / active EE | $1,231 | $4,727-74.0% | $3,587-65.7% | $4,866-74.7% |
| Participant deferral / active EE | $6,892 | $5,179+33.1% | $4,320+59.5% | $5,352+28.8% |
| Admin fee / account holder | $12 | $8,392-99.9% | $6,269-99.8% | $9,541-99.9% |