Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,016 | $100,970-64.3% | $96,576-62.7% | $137,256-73.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.06% | 38.16%-21.1pp | 38.47%-21.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,995 | $3,809-21.4% | $3,553-15.7% | $4,156-27.9% |
| Participant deferral / active EE | $4,132 | $8,286-50.1% | $7,956-48.1% | $6,407-35.5% |
| Admin fee / account holder | $9 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |