Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,988 | $51,631-78.7% | $129,397-91.5% | $80,925-86.4% |
| Participation rate | 96.3% | 56.9%+39.4pp | 69.6%+26.7pp | 67.7%+28.6pp |
| Annual return | 31.42% | 20.77%+10.6pp | 9453.98%-9422.6pp | 35.65%-4.2pp |
| Employer contribution / active EE | $1,419 | $1,583-10.4% | $4,154-65.8% | $2,756-48.5% |
| Participant deferral / active EE | $2,627 | $2,670-1.6% | $4,167-37.0% | $4,299-38.9% |
| Admin fee / account holder | $216 | $4,309-95.0% | $7,679-97.2% | $6,940-96.9% |