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 | $41,365 | $99,345-58.4% | $84,753-51.2% | $273,972-84.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.34% | 22.93%-13.6pp | 22.78%-13.4pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,347 | $4,214-68.0% | $3,574-62.3% | $4,869-72.3% |
| Participant deferral / active EE | $3,061 | $4,270-28.3% | $3,712-17.5% | $5,287-42.1% |
| Admin fee / account holder | $42 | $6,645-99.4% | $5,333-99.2% | $10,133-99.6% |