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 | $102,781 | $167,533-38.7% | $151,645-32.2% | $134,545-23.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.86% | 7.81%-24.7pp | 3.34%-20.2pp | 418.37%-435.2pp |
| Employer contribution / active EE | $2,903 | $6,828-57.5% | $6,165-52.9% | $4,742-38.8% |
| Participant deferral / active EE | $5,611 | $8,985-37.6% | $8,363-32.9% | $6,401-12.3% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |