Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $182,297 | $167,352+8.9% | $143,788+26.8% | $134,509+35.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.38% | 0.47%-16.9pp | -0.03%-16.3pp | 418.13%-434.5pp |
| Employer contribution / active EE | $2,492 | $5,620-55.7% | $4,952-49.7% | $4,741-47.4% |
| Participant deferral / active EE | $6,308 | $6,447-2.2% | $5,638+11.9% | $6,400-1.4% |
| Admin fee / account holder | $147 | $18,091-99.2% | $14,675-99.0% | $11,427-98.7% |