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 | $16,281 | $91,198-82.1% | $178,503-90.9% | $79,856-79.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.86% | 24.20%-4.3pp | 151.12%-131.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $3,741 | $3,257+14.9% | $5,011-25.3% | $2,471+51.4% |
| Participant deferral / active EE | $1,478 | $3,237-54.3% | $5,202-71.6% | $3,741-60.5% |
| Admin fee / account holder | $136 | $6,748-98.0% | $13,987-99.0% | $5,306-97.4% |