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 | $129,148 | $86,701+49.0% | $73,309+76.2% | $125,388+3.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 74.9%+12.6pp | 83.2%+4.3pp |
| Annual return | -0.87% | 2.78%-3.7pp | 5.67%-6.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,896 | $4,152-30.3% | $3,237-10.5% | $4,866-40.5% |
| Participant deferral / active EE | $6,020 | $5,549+8.5% | $4,991+20.6% | $5,352+12.5% |
| Admin fee / account holder | $37 | $7,768-99.5% | $5,635-99.4% | $9,541-99.6% |