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 | $186,554 | $99,345+87.8% | $84,753+120.1% | $273,972-31.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.36% | 22.93%-20.6pp | 22.78%-20.4pp | 41.46%-39.1pp |
| Employer contribution / active EE | $3,044 | $4,214-27.8% | $3,574-14.8% | $4,869-37.5% |
| Participant deferral / active EE | $7,006 | $4,270+64.1% | $3,712+88.8% | $5,287+32.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |