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 | $41,542 | $100,970-58.9% | $96,576-57.0% | $137,256-69.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 34.45% | 38.16%-3.7pp | 38.47%-4.0pp | 220.34%-185.9pp |
| Employer contribution / active EE | $9,600 | $3,809+152.0% | $3,553+170.2% | $4,156+131.0% |
| Participant deferral / active EE | $9,600 | $8,286+15.9% | $7,956+20.7% | $6,407+49.8% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |