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 | $73,790 | $100,901-26.9% | $75,501-2.3% | $147,586-50.0% |
| Participation rate | 83.3% | 77.1%+6.2pp | 72.4%+11.0pp | 82.8%+0.5pp |
| Annual return | 16.88% | 35.78%-18.9pp | 27.35%-10.5pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,185 | $3,253-63.6% | $2,352-49.6% | $4,876-75.7% |
| Participant deferral / active EE | $3,074 | $4,027-23.7% | $3,142-2.2% | $5,439-43.5% |
| Admin fee / account holder | $11 | $11,285-99.9% | $5,801-99.8% | $10,886-99.9% |