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 | $42,358 | $88,707-52.2% | $74,184-42.9% | $273,972-84.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.10% | 11.94%-5.8pp | 17.74%-11.6pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,926 | $3,159-7.4% | $2,370+23.4% | $4,869-39.9% |
| Participant deferral / active EE | $2,708 | $4,212-35.7% | $3,550-23.7% | $5,287-48.8% |
| Admin fee / account holder | $196 | $8,717-97.7% | $5,586-96.5% | $10,133-98.1% |