Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $69,165 | $64,729+6.9% | $112,263-38.4% | $68,490+1.0% |
| Participation rate | 71.0% | 67.2%+3.8pp | 75.1%-4.1pp | 67.9%+3.1pp |
| Annual return | -12.22% | -11.40%-0.8pp | 27.49%-39.7pp | -7.85%-4.4pp |
| Employer contribution / active EE | $2,320 | $2,746-15.5% | $3,636-36.2% | $2,597-10.7% |
| Participant deferral / active EE | $5,911 | $3,566+65.8% | $4,729+25.0% | $4,028+46.8% |
| Admin fee / account holder | $30 | $5,222-99.4% | $6,410-99.5% | $5,403-99.5% |