Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $93,075 | $167,522-44.4% | $151,639-38.6% | $134,532-30.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.74% | 7.81%-19.6pp | 3.34%-15.1pp | 418.27%-430.0pp |
| Employer contribution / active EE | $3,430 | $6,828-49.8% | $6,165-44.4% | $4,741-27.7% |
| Participant deferral / active EE | $19,931 | $8,986+121.8% | $8,363+138.3% | $6,401+211.4% |
| Admin fee / account holder | $102 | $13,780-99.3% | $11,613-99.1% | $11,429-99.1% |