Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $40,536 | $87,546-53.7% | $75,784-46.5% | $125,389-67.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.69% | 13.49%-16.2pp | 9.68%-12.4pp | 282.24%-284.9pp |
| Employer contribution / active EE | $4,573 | $3,930+16.4% | $3,323+37.6% | $4,866-6.0% |
| Participant deferral / active EE | $9,434 | $4,230+123.1% | $3,652+158.4% | $5,352+76.3% |
| Admin fee / account holder | $214 | $6,503-96.7% | $5,300-96.0% | $9,541-97.8% |