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 | $12,318 | $69,541-82.3% | $59,899-79.4% | $135,380-90.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -3.37% | 7.95%-11.3pp | 3.46%-6.8pp | 519.81%-523.2pp |
| Employer contribution / active EE | $1,508 | $3,236-53.4% | $2,723-44.6% | $4,779-68.4% |
| Participant deferral / active EE | $1,659 | $4,206-60.6% | $3,402-51.3% | $5,609-70.4% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |