Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $171,508 | $133,981+28.0% | $112,249+52.8% | $134,532+27.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -3.22% | 47.16%-50.4pp | 27.48%-30.7pp | 418.27%-421.5pp |
| Employer contribution / active EE | $3,689 | $4,040-8.7% | $3,636+1.5% | $4,741-22.2% |
| Participant deferral / active EE | $6,476 | $5,292+22.4% | $4,729+36.9% | $6,401+1.2% |
| Admin fee / account holder | $128 | $7,492-98.3% | $6,412-98.0% | $11,429-98.9% |