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 | $71,953 | $117,829-38.9% | $102,423-29.7% | $145,877-50.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 14.74% | 31.83%-17.1pp | 29.42%-14.7pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,692 | $3,615-53.2% | $3,023-44.0% | $4,663-63.7% |
| Participant deferral / active EE | $5,007 | $5,732-12.7% | $5,054-0.9% | $6,691-25.2% |
| Admin fee / account holder | $15 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |