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 | $50,627 | $51,222-1.2% | $70,544-28.2% | $75,173-32.7% |
| Participation rate | 72.4% | 61.0%+11.4pp | 68.4%+4.1pp | 67.2%+5.2pp |
| Annual return | 16.47% | 30.06%-13.6pp | 32.79%-16.3pp | 160.72%-144.3pp |
| Employer contribution / active EE | $508 | $1,827-72.2% | $2,976-82.9% | $2,671-81.0% |
| Participant deferral / active EE | $1,426 | $2,850-50.0% | $4,568-68.8% | $4,126-65.4% |
| Admin fee / account holder | $130 | $4,096-96.8% | $6,427-98.0% | $5,651-97.7% |