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 | $46,315 | $110,410-58.1% | $102,437-54.8% | $145,897-68.3% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 13.70% | 24.85%-11.2pp | 24.95%-11.3pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,540 | $4,217-63.5% | $3,871-60.2% | $4,663-67.0% |
| Participant deferral / active EE | $4,991 | $5,622-11.2% | $5,060-1.4% | $6,689-25.4% |
| Admin fee / account holder | $257 | $9,745-97.4% | $8,388-96.9% | $13,390-98.1% |