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 | $33,508 | $202,463-83.4% | $169,397-80.2% | $139,487-76.0% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.2%+0.6pp | 80.3%-2.6pp |
| Annual return | 16.51% | 532.64%-516.1pp | 406.23%-389.7pp | 373.84%-357.3pp |
| Employer contribution / active EE | $1,057 | $4,694-77.5% | $4,013-73.6% | $4,755-77.8% |
| Participant deferral / active EE | $2,078 | $6,941-70.1% | $6,223-66.6% | $6,713-69.0% |
| Admin fee / account holder | $226 | $10,726-97.9% | $9,017-97.5% | $11,407-98.0% |