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 | $28,928 | $127,387-77.3% | $115,038-74.9% | $125,389-76.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.95% | 31.28%-34.2pp | 26.14%-29.1pp | 282.24%-285.2pp |
| Employer contribution / active EE | $2,865 | $5,166-44.5% | $4,608-37.8% | $4,866-41.1% |
| Participant deferral / active EE | $9,797 | $6,423+52.5% | $6,026+62.6% | $5,352+83.1% |
| Admin fee / account holder | $89 | $9,516-99.1% | $8,175-98.9% | $9,541-99.1% |