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 | $52,899 | $152,612-65.3% | $125,192-57.7% | $152,897-65.4% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 22.99% | 54.85%-31.9pp | 43.79%-20.8pp | 345.43%-322.4pp |
| Employer contribution / active EE | $2,294 | $4,947-53.6% | $3,866-40.7% | $4,764-51.8% |
| Participant deferral / active EE | $4,489 | $5,868-23.5% | $4,937-9.1% | $5,851-23.3% |
| Admin fee / account holder | $240 | $13,437-98.2% | $9,704-97.5% | $11,599-97.9% |