Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $55,622 | $110,212-49.5% | $96,534-42.4% | $139,466-60.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.48% | 26.42%-8.9pp | 25.88%-8.4pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,435 | $3,620-60.4% | $2,965-51.6% | $4,754-69.8% |
| Participant deferral / active EE | $10,128 | $5,547+82.6% | $4,851+108.8% | $6,712+50.9% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |