Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $53,496 | $178,174-70.0% | $156,181-65.7% | $137,256-61.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.23% | 84.19%-68.0pp | 64.87%-48.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,903 | $4,972-61.7% | $4,294-55.7% | $4,156-54.2% |
| Participant deferral / active EE | $5,030 | $6,888-27.0% | $6,132-18.0% | $6,407-21.5% |
| Admin fee / account holder | $57 | $17,404-99.7% | $14,586-99.6% | $12,270-99.5% |