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 | $32,113 | $168,635-81.0% | $147,617-78.2% | $125,389-74.4% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -2.33% | 77.65%-80.0pp | 61.98%-64.3pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,791 | $6,252-71.4% | $5,564-67.8% | $4,866-63.2% |
| Participant deferral / active EE | $4,662 | $5,507-15.3% | $4,895-4.8% | $5,352-12.9% |
| Admin fee / account holder | $244 | $13,580-98.2% | $11,612-97.9% | $9,541-97.4% |