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 | $42,045 | $117,895-64.3% | $102,460-59.0% | $145,897-71.2% |
| Participation rate | 86.4% | 78.6%+7.7pp | 76.5%+9.9pp | 80.3%+6.1pp |
| Annual return | 14.52% | 31.92%-17.4pp | 29.47%-14.9pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,222 | $3,619-38.6% | $3,025-26.5% | $4,663-52.3% |
| Participant deferral / active EE | $3,405 | $5,736-40.6% | $5,056-32.6% | $6,689-49.1% |
| Admin fee / account holder | $187 | $13,353-98.6% | $9,460-98.0% | $13,390-98.6% |