Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,972 | $110,410-59.3% | $102,437-56.1% | $145,897-69.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.85% | 24.85%-7.0pp | 24.95%-7.1pp | 552.29%-534.4pp |
| Employer contribution / active EE | $3,171 | $4,217-24.8% | $3,871-18.1% | $4,663-32.0% |
| Participant deferral / active EE | $6,348 | $5,622+12.9% | $5,060+25.5% | $6,689-5.1% |
| Admin fee / account holder | $44 | $9,745-99.5% | $8,388-99.5% | $13,390-99.7% |