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 | $92,349 | $152,612-39.5% | $125,192-26.2% | $152,897-39.6% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.5%-0.6pp |
| Annual return | 20.24% | 54.85%-34.6pp | 43.79%-23.6pp | 345.43%-325.2pp |
| Employer contribution / active EE | $4,692 | $4,947-5.2% | $3,866+21.4% | $4,764-1.5% |
| Participant deferral / active EE | $5,968 | $5,868+1.7% | $4,937+20.9% | $5,851+2.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |