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 | $16,558 | $172,111-90.4% | $150,298-89.0% | $137,256-87.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 28.72% | 69.37%-40.7pp | 62.79%-34.1pp | 220.34%-191.6pp |
| Employer contribution / active EE | $2,321 | $4,636-49.9% | $4,154-44.1% | $4,156-44.2% |
| Participant deferral / active EE | $10,471 | $6,166+69.8% | $5,453+92.0% | $6,407+63.4% |
| Admin fee / account holder | $128 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |