Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $43,270 | $111,535-61.2% | $105,223-58.9% | $137,256-68.5% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 27.12% | 237.85%-210.7pp | 180.65%-153.5pp | 220.34%-193.2pp |
| Employer contribution / active EE | $10,206 | $3,939+159.1% | $3,689+176.7% | $4,156+145.6% |
| Participant deferral / active EE | $6,185 | $5,500+12.5% | $5,072+21.9% | $6,407-3.5% |
| Admin fee / account holder | $255 | $9,721-97.4% | $8,859-97.1% | $12,270-97.9% |