Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,812 | $32,117-72.6% | $71,086-87.6% | $64,181-86.3% |
| Participation rate | 96.6% | 42.7%+53.9pp | 54.7%+41.9pp | 69.6%+27.0pp |
| Annual return | -8.87% | -5.57%-3.3pp | 650.59%-659.5pp | 7.63%-16.5pp |
| Employer contribution / active EE | $451 | $712-36.7% | $1,088-58.6% | $2,381-81.1% |
| Participant deferral / active EE | $2,645 | $1,263+109.4% | $1,874+41.1% | $3,470-23.8% |
| Admin fee / account holder | $46 | $2,759-98.3% | $3,082-98.5% | $4,887-99.1% |