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 | $156,011 | $77,817+100.5% | $123,553+26.3% | $64,173+143.1% |
| Participation rate | 70.4% | 74.7%-4.3pp | 82.3%-11.9pp | 69.6%+0.8pp |
| Annual return | -5.49% | 12.49%-18.0pp | 119.21%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $5,299 | $3,014+75.8% | $4,628+14.5% | $2,381+122.6% |
| Participant deferral / active EE | $4,783 | $5,240-8.7% | $6,426-25.6% | $3,470+37.9% |
| Admin fee / account holder | $167 | $5,519-97.0% | $9,284-98.2% | $4,887-96.6% |