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 | $72,339 | $117,895-38.6% | $102,460-29.4% | $145,897-50.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 12.90% | 31.92%-19.0pp | 29.47%-16.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $4,677 | $3,619+29.2% | $3,025+54.6% | $4,663+0.3% |
| Participant deferral / active EE | $6,606 | $5,736+15.2% | $5,056+30.6% | $6,689-1.3% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |