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 | $58,334 | $87,546-33.4% | $75,784-23.0% | $125,389-53.5% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | -0.20% | 13.49%-13.7pp | 9.68%-9.9pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,781 | $3,930-29.2% | $3,323-16.3% | $4,866-42.9% |
| Participant deferral / active EE | $5,550 | $4,230+31.2% | $3,652+52.0% | $5,352+3.7% |
| Admin fee / account holder | $62 | $6,503-99.1% | $5,300-98.8% | $9,541-99.4% |