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 | $33,874 | $54,380-37.7% | $68,509-50.6% | $59,633-43.2% |
| Participation rate | 80.4% | 70.2%+10.2pp | 74.7%+5.7pp | 68.7%+11.8pp |
| Annual return | -2.20% | 2.83%-5.0pp | 8.27%-10.5pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $398 | $1,539-74.1% | $2,278-82.5% | $2,203-81.9% |
| Participant deferral / active EE | $3,139 | $2,643+18.8% | $3,382-7.2% | $3,192-1.7% |
| Admin fee / account holder | $140 | $3,885-96.4% | $5,275-97.4% | $4,297-96.8% |