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 | $82,937 | $127,386-34.9% | $115,037-27.9% | $125,388-33.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.24% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,852 | $5,166-64.1% | $4,608-59.8% | $4,866-61.9% |
| Participant deferral / active EE | $2,196 | $6,423-65.8% | $6,026-63.6% | $5,352-59.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |