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 | $18,970 | $56,484-66.4% | $169,452-88.8% | $64,173-70.4% |
| Participation rate | 82.9% | 64.5%+18.3pp | 77.8%+5.1pp | 69.6%+13.3pp |
| Annual return | -7.91% | -1.55%-6.4pp | 1.83%-9.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,970 | $1,832+7.5% | $4,157-52.6% | $2,381-17.2% |
| Participant deferral / active EE | $3,035 | $3,448-12.0% | $5,277-42.5% | $3,470-12.5% |
| Admin fee / account holder | $239 | $4,174-94.3% | $9,110-97.4% | $4,887-95.1% |