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 | $35,003 | $99,032-64.7% | $80,022-56.3% | $135,379-74.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 9.69% | 15.39%-5.7pp | 11.22%-1.5pp | 519.79%-510.1pp |
| Employer contribution / active EE | $2,813 | $3,043-7.6% | $2,468+14.0% | $4,779-41.1% |
| Participant deferral / active EE | $6,745 | $4,282+57.5% | $3,686+83.0% | $5,609+20.3% |
| Admin fee / account holder | $8 | $10,436-99.9% | $6,521-99.9% | $10,828-99.9% |