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 | $96,614 | $53,162+81.7% | $91,225+5.9% | $68,486+41.1% |
| Participation rate | 75.8% | 63.2%+12.5pp | 73.2%+2.6pp | 67.9%+7.9pp |
| Annual return | -16.74% | -3.14%-13.6pp | 114.12%-130.9pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,540 | $1,709-9.9% | $2,851-46.0% | $2,597-40.7% |
| Participant deferral / active EE | $4,246 | $2,974+42.8% | $4,233+0.3% | $4,028+5.4% |
| Admin fee / account holder | $163 | $4,493-96.4% | $5,422-97.0% | $5,404-97.0% |