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 | $108,564 | $162,821-33.3% | $133,978-19.0% | $158,982-31.7% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+8.9pp |
| Annual return | 14.86% | 41.95%-27.1pp | 45.10%-30.2pp | 302.99%-288.1pp |
| Employer contribution / active EE | $7,826 | $4,976+57.3% | $3,919+99.7% | $4,763+64.3% |
| Participant deferral / active EE | $5,097 | $5,910-13.8% | $5,047+1.0% | $5,983-14.8% |
| Admin fee / account holder | $284 | $11,742-97.6% | $8,930-96.8% | $11,252-97.5% |