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 | $66,286 | $112,121-40.9% | $95,960-30.9% | $158,966-58.3% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 14.27% | 171.16%-156.9pp | 91.63%-77.4pp | 302.95%-288.7pp |
| Employer contribution / active EE | $2,674 | $3,199-16.4% | $2,541+5.2% | $4,762-43.8% |
| Participant deferral / active EE | $3,278 | $4,784-31.5% | $4,167-21.3% | $5,983-45.2% |
| Admin fee / account holder | $212 | $10,135-97.9% | $6,797-96.9% | $11,250-98.1% |