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 | $28,174 | $157,304-82.1% | $141,197-80.0% | $152,909-81.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.16% | 64.34%-45.2pp | 71.41%-52.2pp | 345.46%-326.3pp |
| Employer contribution / active EE | $2,171 | $5,263-58.7% | $4,736-54.2% | $4,764-54.4% |
| Participant deferral / active EE | $5,092 | $7,111-28.4% | $6,710-24.1% | $5,851-13.0% |
| Admin fee / account holder | $16 | $12,126-99.9% | $10,265-99.8% | $11,601-99.9% |