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 | $14,415 | $124,980-88.5% | $108,359-86.7% | $154,746-90.7% |
| Participation rate | 92.3% | 75.2%+17.1pp | 70.1%+22.2pp | 80.7%+11.6pp |
| Annual return | 21.19% | 45.00%-23.8pp | 36.89%-15.7pp | 172.34%-151.1pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,172 | $4,743+9.1% | $4,137+25.0% | $6,730-23.2% |
| Admin fee / account holder | $78 | $11,502-99.3% | $9,741-99.2% | $14,365-99.5% |