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 | $53,348 | $141,004-62.2% | $112,273-52.5% | $139,466-61.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.02% | 32.75%-22.7pp | 30.23%-20.2pp | 373.66%-363.6pp |
| Employer contribution / active EE | $1,923 | $4,285-55.1% | $3,431-44.0% | $4,754-59.5% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $291 | $9,959-97.1% | $7,752-96.3% | $11,409-97.5% |