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 | $72,698 | $78,694-7.6% | $67,652+7.5% | $125,389-42.0% |
| Participation rate | 89.5% | 78.8%+10.7pp | 75.7%+13.8pp | 83.2%+6.3pp |
| Annual return | 0.14% | 9.46%-9.3pp | 6625.40%-6625.3pp | 282.24%-282.1pp |
| Employer contribution / active EE | $3,047 | $3,044+0.1% | $2,266+34.5% | $4,866-37.4% |
| Participant deferral / active EE | $6,655 | $4,292+55.1% | $3,560+87.0% | $5,352+24.4% |
| Admin fee / account holder | $116 | $7,403-98.4% | $4,821-97.6% | $9,541-98.8% |