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 | $207,315 | $71,873+188.4% | $86,698+139.1% | $68,490+202.7% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -17.45% | 3.54%-21.0pp | 35.96%-53.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $3,702 | $2,173+70.4% | $2,837+30.5% | $2,597+42.6% |
| Participant deferral / active EE | $6,359 | $3,779+68.3% | $4,656+36.6% | $4,028+57.9% |
| Admin fee / account holder | $31 | $6,110-99.5% | $7,492-99.6% | $5,403-99.4% |