Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,261 | $111,814-84.6% | $103,378-83.3% | $145,978-88.2% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 16.01% | 24.80%-8.8pp | 24.91%-8.9pp | 550.52%-534.5pp |
| Employer contribution / active EE | $1,800 | $4,215-57.3% | $3,870-53.5% | $4,662-61.4% |
| Participant deferral / active EE | $2,343 | $5,618-58.3% | $5,058-53.7% | $6,690-65.0% |
| Admin fee / account holder | $56 | $9,764-99.4% | $8,401-99.3% | $13,400-99.6% |