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 | $128,495 | $131,835-2.5% | $108,582+18.3% | $273,972-53.1% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.6%-9.6pp | 83.0%-13.0pp |
| Annual return | 13.29% | -91.57%+104.9pp | -51.70%+65.0pp | 41.46%-28.2pp |
| Employer contribution / active EE | $1,547 | $4,913-68.5% | $3,758-58.8% | $4,869-68.2% |
| Participant deferral / active EE | $11,584 | $5,127+125.9% | $4,311+168.7% | $5,287+119.1% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |