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 | $31,399 | $63,346-50.4% | $92,240-66.0% | $70,126-55.2% |
| Participation rate | 78.4% | 68.7%+9.8pp | 76.5%+1.9pp | 69.5%+8.9pp |
| Annual return | 14.84% | 530.19%-515.3pp | 176.29%-161.5pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,792 | $2,471-27.5% | $3,680-51.3% | $2,343-23.5% |
| Participant deferral / active EE | $2,014 | $2,854-29.4% | $3,897-48.3% | $3,332-39.6% |
| Admin fee / account holder | $207 | $3,841-94.6% | $5,194-96.0% | $4,645-95.5% |