Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,377 | $102,609-64.5% | $98,090-62.9% | $138,895-73.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 16.93% | 36.44%-19.5pp | 37.05%-20.1pp | 145.39%-128.5pp |
| Employer contribution / active EE | $5,054 | $3,867+30.7% | $3,606+40.1% | $4,194+20.5% |
| Participant deferral / active EE | $5,054 | $8,167-38.1% | $7,845-35.6% | $6,396-21.0% |
| Admin fee / account holder | $168 | $11,434-98.5% | $11,815-98.6% | $12,562-98.7% |