Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,111 | $109,967-61.7% | $97,197-56.7% | $145,877-71.1% |
| Participation rate | 94.7% | 76.0%+18.8pp | 72.7%+22.0pp | 80.3%+14.4pp |
| Annual return | 11.70% | 244.27%-232.6pp | 75.47%-63.8pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,244 | $3,077-59.6% | $2,723-54.3% | $4,663-73.3% |
| Participant deferral / active EE | $3,343 | $4,676-28.5% | $4,263-21.6% | $6,691-50.0% |
| Admin fee / account holder | $218 | $6,199-96.5% | $5,637-96.1% | $13,402-98.4% |