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 | $106,783 | $45,566+134.3% | $64,105+66.6% | $59,633+79.1% |
| Participation rate | 83.9% | 60.2%+23.7pp | 68.2%+15.7pp | 68.7%+15.2pp |
| Annual return | -1.58% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $1,161 | $934+24.3% | $1,820-36.2% | $2,203-47.3% |
| Participant deferral / active EE | $1,709 | $2,057-16.9% | $2,822-39.4% | $3,192-46.4% |
| Admin fee / account holder | $148 | $3,268-95.5% | $4,499-96.7% | $4,297-96.6% |