Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $100,965 | $124,425-18.9% | $112,040-9.9% | $137,256-26.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.44% | 24.72%-5.3pp | 24.52%-5.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,166 | $3,411-7.2% | $2,954+7.2% | $4,156-23.8% |
| Participant deferral / active EE | $21,727 | $5,718+279.9% | $5,098+326.2% | $6,407+239.1% |
| Admin fee / account holder | $40 | $15,207-99.7% | $12,098-99.7% | $12,270-99.7% |