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 | $61,347 | $86,701-29.2% | $73,309-16.3% | $125,389-51.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 74.9%+5.1pp | 83.2%-3.2pp |
| Annual return | -0.12% | 2.78%-2.9pp | 5.67%-5.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $3,617 | $4,152-12.9% | $3,237+11.7% | $4,866-25.7% |
| Participant deferral / active EE | $8,887 | $5,549+60.1% | $4,991+78.1% | $5,352+66.1% |
| Admin fee / account holder | $197 | $7,768-97.5% | $5,635-96.5% | $9,541-97.9% |