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 | $65,774 | $49,280+33.5% | $67,313-2.3% | $64,181+2.5% |
| Participation rate | 96.7% | 60.8%+35.9pp | 69.1%+27.6pp | 69.6%+27.1pp |
| Annual return | -7.50% | -1.39%-6.1pp | -4.08%-3.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,695 | $1,668+1.6% | $2,566-33.9% | $2,381-28.8% |
| Participant deferral / active EE | $3,062 | $2,484+23.3% | $3,568-14.2% | $3,470-11.7% |
| Admin fee / account holder | $188 | $3,863-95.1% | $4,507-95.8% | $4,887-96.2% |