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 | $61,375 | $124,425-50.7% | $112,040-45.2% | $137,256-55.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.27% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,869 | $3,411-45.2% | $2,954-36.7% | $4,156-55.0% |
| Participant deferral / active EE | $6,356 | $5,718+11.2% | $5,098+24.7% | $6,407-0.8% |
| Admin fee / account holder | $108 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |