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 | $89,121 | $201,264-55.7% | $184,185-51.6% | $145,978-38.9% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 15.33% | 29.00%-13.7pp | 28.81%-13.5pp | 550.52%-535.2pp |
| Employer contribution / active EE | $4,218 | $7,021-39.9% | $6,426-34.4% | $4,662-9.5% |
| Participant deferral / active EE | $6,149 | $9,806-37.3% | $9,132-32.7% | $6,690-8.1% |
| Admin fee / account holder | $177 | $16,376-98.9% | $13,909-98.7% | $13,400-98.7% |