Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $44,057 | $71,878-38.7% | $86,698-49.2% | $68,486-35.7% |
| Participation rate | 97.1% | 72.2%+24.8pp | 76.6%+20.5pp | 67.9%+29.2pp |
| Annual return | -15.78% | 3.53%-19.3pp | 35.95%-51.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $8,213 | $2,173+277.9% | $2,837+189.5% | $2,597+216.3% |
| Participant deferral / active EE | $5,936 | $3,779+57.1% | $4,656+27.5% | $4,028+47.4% |
| Admin fee / account holder | $263 | $6,113-95.7% | $7,493-96.5% | $5,404-95.1% |