Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,511 | $102,938-90.8% | $94,105-89.9% | $138,895-93.2% |
| Participation rate | 76.9% | 74.6%+2.3pp | 71.9%+5.0pp | 79.9%-3.0pp |
| Annual return | 19.63% | 250.28%-230.7pp | 204.55%-184.9pp | 145.39%-125.8pp |
| Employer contribution / active EE | $557 | $2,732-79.6% | $2,504-77.8% | $4,194-86.7% |
| Participant deferral / active EE | $2,409 | $4,196-42.6% | $3,881-37.9% | $6,396-62.3% |
| Admin fee / account holder | $191 | $6,600-97.1% | $6,199-96.9% | $12,562-98.5% |