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 | $54,413 | $106,247-48.8% | $96,515-43.6% | $139,466-61.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.34% | 38.47%-24.1pp | 35.73%-21.4pp | 373.66%-359.3pp |
| Employer contribution / active EE | $1,420 | $4,106-65.4% | $3,740-62.0% | $4,754-70.1% |
| Participant deferral / active EE | $2,017 | $5,456-63.0% | $4,880-58.7% | $6,712-69.9% |
| Admin fee / account holder | $2 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |