Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $28,633 | $166,131-82.8% | $164,975-82.6% | $145,877-80.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 19.86% | 100.37%-80.5pp | 70.12%-50.3pp | 551.28%-531.4pp |
| Employer contribution / active EE | $2,173 | $5,276-58.8% | $4,343-50.0% | $4,663-53.4% |
| Participant deferral / active EE | $5,056 | $6,962-27.4% | $6,033-16.2% | $6,691-24.4% |
| Admin fee / account holder | $233 | $16,648-98.6% | $12,688-98.2% | $13,402-98.3% |