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 | $95,784 | $171,272-44.1% | $127,803-25.1% | $152,897-37.4% |
| Participation rate | 84.6% | 83.5%+1.1pp | 79.0%+5.6pp | 82.5%+2.2pp |
| Annual return | 14.13% | 23.54%-9.4pp | 26.14%-12.0pp | 345.43%-331.3pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $14,540-100.0% | $9,399-100.0% | $11,599-100.0% |