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 | $37,351 | $50,947-26.7% | $74,551-49.9% | $64,173-41.8% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -6.10% | -1.85%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,272 | $1,115+14.0% | $1,961-35.2% | $2,381-46.6% |
| Participant deferral / active EE | $3,349 | $2,302+45.5% | $3,108+7.7% | $3,470-3.5% |
| Admin fee / account holder | $298 | $4,221-92.9% | $5,059-94.1% | $4,887-93.9% |