Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,540 | $111,878-65.6% | $93,727-58.9% | $145,897-73.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 15.71% | 204.28%-188.6pp | 133.83%-118.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,004 | $3,092-35.2% | $2,421-17.2% | $4,663-57.0% |
| Participant deferral / active EE | $4,634 | $4,920-5.8% | $4,417+4.9% | $6,689-30.7% |
| Admin fee / account holder | $222 | $10,256-97.8% | $8,292-97.3% | $13,390-98.3% |