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 | $41,231 | $135,956-69.7% | $123,894-66.7% | $273,972-85.0% |
| Participation rate | 76.5% | 84.1%-7.6pp | 81.4%-4.9pp | 83.0%-6.5pp |
| Annual return | 5.97% | 56.63%-50.7pp | 47.52%-41.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,364 | $5,170-54.3% | $4,617-48.8% | $4,869-51.5% |
| Participant deferral / active EE | $3,306 | $6,343-47.9% | $5,984-44.8% | $5,287-37.5% |
| Admin fee / account holder | $53 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |