Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,324 | $97,125-86.3% | $86,233-84.5% | $137,256-90.3% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 18.04% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,288 | $2,841-54.7% | $2,504-48.6% | $4,156-69.0% |
| Participant deferral / active EE | $2,224 | $5,180-57.1% | $4,559-51.2% | $6,407-65.3% |
| Admin fee / account holder | $15 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |