Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,448 | $67,823-49.2% | $52,425-34.3% | $137,256-74.9% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | 23.15% | 219.11%-196.0pp | 302.12%-279.0pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,716 | $1,163+133.5% | $914+197.1% | $4,156-34.6% |
| Participant deferral / active EE | $8,387 | $2,288+266.6% | $1,790+368.4% | $6,407+30.9% |
| Admin fee / account holder | $110 | $2,844-96.1% | $2,495-95.6% | $12,270-99.1% |