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 | $24,588 | $86,701-71.6% | $73,309-66.5% | $125,389-80.4% |
| Participation rate | 88.9% | 78.6%+10.3pp | 74.9%+14.0pp | 83.2%+5.7pp |
| Annual return | -1.22% | 2.78%-4.0pp | 5.67%-6.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,191 | $4,152-47.2% | $3,237-32.3% | $4,866-55.0% |
| Participant deferral / active EE | $4,596 | $5,549-17.2% | $4,991-7.9% | $5,352-14.1% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |