Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,208 | $211,288-82.9% | $178,540-79.7% | $145,884-75.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 20.64% | 30.27%-9.6pp | 27.15%-6.5pp | 551.85%-531.2pp |
| Employer contribution / active EE | $3,249 | $4,574-29.0% | $3,953-17.8% | $4,662-30.3% |
| Participant deferral / active EE | $4,156 | $6,967-40.3% | $6,281-33.8% | $6,690-37.9% |
| Admin fee / account holder | $184 | $12,105-98.5% | $10,424-98.2% | $13,392-98.6% |