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 | $108,710 | $105,866+2.7% | $90,766+19.8% | $134,545-19.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.99% | -10.99%-6.0pp | -12.16%-4.8pp | 418.37%-435.4pp |
| Employer contribution / active EE | $3,169 | $3,464-8.5% | $2,922+8.5% | $4,742-33.2% |
| Participant deferral / active EE | $8,568 | $5,217+64.2% | $4,565+87.7% | $6,401+33.9% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |