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 | $52,218 | $201,372-74.1% | $184,260-71.7% | $145,884-64.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.07% | 29.04%-15.0pp | 28.84%-14.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $4,173 | $7,024-40.6% | $6,427-35.1% | $4,662-10.5% |
| Participant deferral / active EE | $10,894 | $9,808+11.1% | $9,133+19.3% | $6,690+62.8% |
| Admin fee / account holder | $88 | $16,362-99.5% | $13,898-99.4% | $13,392-99.3% |