Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,725 | $127,386-60.2% | $115,037-55.9% | $125,388-59.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.38% | 31.28%-33.7pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,100 | $5,166-40.0% | $4,608-32.7% | $4,866-36.3% |
| Participant deferral / active EE | $6,015 | $6,423-6.3% | $6,026-0.2% | $5,352+12.4% |
| Admin fee / account holder | $142 | $9,516-98.5% | $8,175-98.3% | $9,541-98.5% |