Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $33,859 | $106,749-68.3% | $145,433-76.7% | $82,448-58.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.63% | 27.59%-9.0pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $7,136 | $3,444+107.2% | $4,554+56.7% | $2,551+179.7% |
| Participant deferral / active EE | $8,009 | $6,519+22.9% | $7,897+1.4% | $4,139+93.5% |
| Admin fee / account holder | $129 | $8,390-98.5% | $13,129-99.0% | $7,234-98.2% |