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 | $76,334 | $29,733+156.7% | $56,025+36.2% | $80,959-5.7% |
| Participation rate | 77.8% | 41.7%+36.1pp | 52.5%+25.3pp | 67.7%+10.1pp |
| Annual return | 12.15% | 35.28%-23.1pp | 1712.69%-1700.5pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,518 | $672+274.8% | $1,042+141.7% | $2,757-8.7% |
| Participant deferral / active EE | $5,273 | $1,229+328.9% | $1,955+169.8% | $4,300+22.6% |
| Admin fee / account holder | $187 | $2,434-92.3% | $2,828-93.4% | $6,925-97.3% |