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 | $19,766 | $57,352-65.5% | $83,831-76.4% | $64,173-69.2% |
| Participation rate | 71.9% | 68.6%+3.3pp | 76.1%-4.2pp | 69.6%+2.4pp |
| Annual return | -7.71% | 11.38%-19.1pp | 850.99%-858.7pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,305 | $2,546-48.8% | $3,631-64.1% | $2,381-45.2% |
| Participant deferral / active EE | $1,533 | $2,993-48.8% | $4,082-62.5% | $3,470-55.8% |
| Admin fee / account holder | $192 | $4,046-95.2% | $5,479-96.5% | $4,887-96.1% |