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 | $21,358 | $64,311-66.8% | $57,356-62.8% | $125,389-83.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.21% | 25.14%-25.3pp | 24.41%-24.6pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,927 | $3,193-8.3% | $2,689+8.9% | $4,866-39.8% |
| Participant deferral / active EE | $2,175 | $3,846-43.4% | $3,162-31.2% | $5,352-59.3% |
| Admin fee / account holder | $51 | $5,243-99.0% | $3,357-98.5% | $9,541-99.5% |