Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $120,198 | $156,616-23.3% | $133,346-9.9% | $198,609-39.5% |
| Participation rate | 71.4% | 77.7%-6.3pp | 72.8%-1.4pp | 82.4%-10.9pp |
| Annual return | 11.08% | 44.25%-33.2pp | 36.85%-25.8pp | 202.70%-191.6pp |
| Employer contribution / active EE | $2,784 | $3,368-17.3% | $2,853-2.4% | $5,055-44.9% |
| Participant deferral / active EE | $10,033 | $4,920+103.9% | $4,332+131.6% | $6,977+43.8% |
| Admin fee / account holder | $23 | $17,468-99.9% | $14,264-99.8% | $19,030-99.9% |