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 | $38,633 | $134,817-71.3% | $123,973-68.8% | $155,188-75.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 15.33% | 515.49%-500.2pp | 388.13%-372.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $3,649 | $4,425-17.5% | $4,126-11.5% | $4,248-14.1% |
| Participant deferral / active EE | $9,224 | $5,706+61.6% | $5,247+75.8% | $6,531+41.2% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |