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 | $137,081 | $168,635-18.7% | $147,617-7.1% | $125,389+9.3% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -2.10% | 77.65%-79.7pp | 61.98%-64.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,462 | $6,252-60.6% | $5,564-55.8% | $4,866-49.4% |
| Participant deferral / active EE | $5,034 | $5,507-8.6% | $4,895+2.8% | $5,352-5.9% |
| Admin fee / account holder | $283 | $13,580-97.9% | $11,612-97.6% | $9,541-97.0% |