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 | $58,196 | $162,812-64.3% | $133,971-56.6% | $158,966-63.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.61% | 41.94%-26.3pp | 45.09%-29.5pp | 302.95%-287.3pp |
| Employer contribution / active EE | $4,912 | $4,976-1.3% | $3,919+25.3% | $4,762+3.1% |
| Participant deferral / active EE | $4,775 | $5,910-19.2% | $5,047-5.4% | $5,983-20.2% |
| Admin fee / account holder | $246 | $11,741-97.9% | $8,929-97.3% | $11,250-97.8% |