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 | $192,681 | $127,387+51.3% | $115,038+67.5% | $125,389+53.7% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -2.21% | 31.28%-33.5pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $12,138 | $5,166+135.0% | $4,608+163.4% | $4,866+149.4% |
| Participant deferral / active EE | $2,293 | $6,423-64.3% | $6,026-62.0% | $5,352-57.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |