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 | $21,504 | $183,516-88.3% | $155,534-86.2% | $145,884-85.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 14.20% | 61.43%-47.2pp | 64.92%-50.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,537 | $5,315-71.1% | $4,675-67.1% | $4,662-67.0% |
| Participant deferral / active EE | $3,335 | $6,467-48.4% | $5,630-40.8% | $6,690-50.1% |
| Admin fee / account holder | $269 | $19,293-98.6% | $15,900-98.3% | $13,392-98.0% |