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 | $97,373 | $81,664+19.2% | $70,476+38.2% | $158,966-38.7% |
| Participation rate | 72.7% | 77.7%-5.0pp | 75.1%-2.3pp | 82.0%-9.2pp |
| Annual return | 10.84% | 208.59%-197.8pp | 109.12%-98.3pp | 302.95%-292.1pp |
| Employer contribution / active EE | $1,822 | $3,219-43.4% | $2,738-33.5% | $4,762-61.8% |
| Participant deferral / active EE | $5,362 | $4,556+17.7% | $3,710+44.5% | $5,983-10.4% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |