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 | $30,396 | $103,000-70.5% | $90,300-66.3% | $152,885-80.1% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.5%-0.6pp |
| Annual return | 24.09% | 95.19%-71.1pp | 78.11%-54.0pp | 345.39%-321.3pp |
| Employer contribution / active EE | $2,781 | $3,138-11.4% | $2,854-2.6% | $4,763-41.6% |
| Participant deferral / active EE | $8,274 | $4,281+93.3% | $3,884+113.0% | $5,851+41.4% |
| Admin fee / account holder | $251 | $6,173-95.9% | $5,353-95.3% | $11,598-97.8% |