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 | $44,158 | $88,815-50.3% | $81,882-46.1% | $145,897-69.7% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 18.02% | 1033.75%-1015.7pp | 779.47%-761.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $3,531 | $3,086+14.4% | $2,916+21.1% | $4,663-24.3% |
| Participant deferral / active EE | $4,834 | $4,647+4.0% | $4,323+11.8% | $6,689-27.7% |
| Admin fee / account holder | $6 | $8,434-99.9% | $7,360-99.9% | $13,390-100.0% |