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 | $71,390 | $127,387-44.0% | $115,038-37.9% | $125,389-43.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.47% | 31.28%-32.7pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $3,553 | $5,166-31.2% | $4,608-22.9% | $4,866-27.0% |
| Participant deferral / active EE | $14,403 | $6,423+124.2% | $6,026+139.0% | $5,352+169.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |