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 | $125,371 | $95,917+30.7% | $79,583+57.5% | $134,545-6.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | 2.13% | -2.70%+4.8pp | 0.16%+2.0pp | 418.37%-416.2pp |
| Employer contribution / active EE | $4,090 | $3,129+30.7% | $2,414+69.4% | $4,742-13.7% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $107 | $9,132-98.8% | $6,835-98.4% | $11,431-99.1% |