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 | $124,171 | $149,778-17.1% | $118,946+4.4% | $158,966-21.9% |
| Participation rate | 94.1% | 82.1%+12.0pp | 75.4%+18.7pp | 82.0%+12.2pp |
| Annual return | 15.64% | 19.95%-4.3pp | 35.89%-20.2pp | 302.95%-287.3pp |
| Employer contribution / active EE | $1,656 | $4,117-59.8% | $3,263-49.2% | $4,762-65.2% |
| Participant deferral / active EE | $2,755 | $5,225-47.3% | $4,266-35.4% | $5,983-53.9% |
| Admin fee / account holder | $74 | $8,604-99.1% | $6,581-98.9% | $11,250-99.3% |