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 | $27,453 | $58,241-52.9% | $81,780-66.4% | $80,911-66.1% |
| Participation rate | 92.1% | 63.4%+28.7pp | 72.4%+19.7pp | 67.6%+24.5pp |
| Annual return | 15.49% | 41.73%-26.2pp | 776.27%-760.8pp | 35.63%-20.1pp |
| Employer contribution / active EE | $1,844 | $2,343-21.3% | $2,914-36.7% | $2,756-33.1% |
| Participant deferral / active EE | $719 | $3,283-78.1% | $4,321-83.4% | $4,297-83.3% |
| Admin fee / account holder | $235 | $4,973-95.3% | $7,384-96.8% | $6,935-96.6% |