Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,031 | $93,598-56.2% | $135,974-69.8% | $75,173-45.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.81% | 30.89%-4.1pp | 68.30%-41.5pp | 160.72%-133.9pp |
| Employer contribution / active EE | $3,147 | $3,538-11.1% | $4,859-35.2% | $2,671+17.8% |
| Participant deferral / active EE | $7,268 | $6,405+13.5% | $7,760-6.3% | $4,126+76.1% |
| Admin fee / account holder | $147 | $6,978-97.9% | $10,767-98.6% | $5,651-97.4% |