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 | $72,359 | $101,063-28.4% | $81,473-11.2% | $147,586-51.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 20.27% | 32.41%-12.1pp | 38.78%-18.5pp | 578.59%-558.3pp |
| Employer contribution / active EE | $2,649 | $3,206-17.4% | $2,568+3.2% | $4,876-45.7% |
| Participant deferral / active EE | $13,808 | $4,242+225.5% | $3,537+290.4% | $5,439+153.9% |
| Admin fee / account holder | $263 | $5,812-95.5% | $4,561-94.2% | $10,886-97.6% |