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 | $19,761 | $96,388-79.5% | $80,627-75.5% | $139,466-85.8% |
| Participation rate | 72.7% | 73.6%-0.9pp | 67.0%+5.7pp | 80.3%-7.6pp |
| Annual return | 18.58% | 1352.08%-1333.5pp | 936.76%-918.2pp | 373.66%-355.1pp |
| Employer contribution / active EE | $689 | $3,260-78.9% | $2,723-74.7% | $4,754-85.5% |
| Participant deferral / active EE | $3,566 | $5,224-31.7% | $4,443-19.7% | $6,712-46.9% |
| Admin fee / account holder | $112 | $6,603-98.3% | $5,381-97.9% | $11,409-99.0% |