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 | $29,535 | $90,486-67.4% | $78,676-62.5% | $273,972-89.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 8.48% | 75.62%-67.1pp | 62.19%-53.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,272 | $3,175-28.5% | $2,850-20.3% | $4,869-53.3% |
| Participant deferral / active EE | $6,496 | $3,901+66.5% | $3,517+84.7% | $5,287+22.9% |
| Admin fee / account holder | $20 | $5,263-99.6% | $4,510-99.6% | $10,133-99.8% |