Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $32,459 | $72,486-55.2% | $87,103-62.7% | $72,976-55.5% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.9%+11.7pp | 69.5%+19.1pp |
| Annual return | 21.40% | 24.46%-3.1pp | 28.19%-6.8pp | 81.02%-59.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,125 | $3,270-35.0% | $4,049-47.5% | $3,608-41.1% |
| Admin fee / account holder | $158 | $5,055-96.9% | $7,491-97.9% | $5,124-96.9% |