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 | $86,789 | $134,001-35.2% | $112,258-22.7% | $134,509-35.5% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -19.91% | 47.15%-67.1pp | 27.47%-47.4pp | 418.13%-438.0pp |
| Employer contribution / active EE | $2,890 | $4,039-28.5% | $3,636-20.5% | $4,741-39.0% |
| Participant deferral / active EE | $8,458 | $5,291+59.8% | $4,728+78.9% | $6,400+32.1% |
| Admin fee / account holder | $261 | $7,491-96.5% | $6,411-95.9% | $11,427-97.7% |