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 | $37,182 | $107,809-65.5% | $97,032-61.7% | $155,188-76.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 8.15% | 38.06%-29.9pp | 35.38%-27.2pp | 148.84%-140.7pp |
| Employer contribution / active EE | $1,169 | $2,911-59.9% | $2,629-55.5% | $4,248-72.5% |
| Participant deferral / active EE | $2,168 | $5,129-57.7% | $4,672-53.6% | $6,531-66.8% |
| Admin fee / account holder | $38 | $10,717-99.6% | $9,418-99.6% | $14,480-99.7% |