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 | $35,616 | $109,904-67.6% | $97,167-63.3% | $145,959-75.6% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.0pp |
| Annual return | 12.25% | 243.43%-231.2pp | 75.27%-63.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,838 | $3,084-8.0% | $2,729+4.0% | $4,661-39.1% |
| Participant deferral / active EE | $4,386 | $4,676-6.2% | $4,264+2.9% | $6,689-34.4% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |