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 | $165,319 | $113,941+45.1% | $94,229+75.4% | $125,389+31.8% |
| Participation rate | 88.9% | 82.9%+6.0pp | 78.8%+10.1pp | 83.2%+5.7pp |
| Annual return | -1.50% | 5.29%-6.8pp | 10.68%-12.2pp | 282.24%-283.7pp |
| Employer contribution / active EE | $898 | $4,727-81.0% | $3,587-75.0% | $4,866-81.5% |
| Participant deferral / active EE | $2,727 | $5,179-47.4% | $4,320-36.9% | $5,352-49.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |