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 | $34,643 | $197,603-82.5% | $177,827-80.5% | $158,950-78.2% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 17.51% | 58.76%-41.3pp | 48.32%-30.8pp | 302.91%-285.4pp |
| Employer contribution / active EE | $2,279 | $6,698-66.0% | $5,918-61.5% | $4,762-52.1% |
| Participant deferral / active EE | $4,768 | $8,404-43.3% | $7,713-38.2% | $5,983-20.3% |
| Admin fee / account holder | $299 | $15,402-98.1% | $12,429-97.6% | $11,248-97.3% |