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 | $60,951 | $103,164-40.9% | $90,259-32.5% | $154,746-60.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 12.91% | 19.25%-6.3pp | 18.88%-6.0pp | 172.34%-159.4pp |
| Employer contribution / active EE | $5,205 | $2,532+105.6% | $2,291+127.2% | $4,379+18.9% |
| Participant deferral / active EE | $4,392 | $4,422-0.7% | $3,827+14.8% | $6,730-34.7% |
| Admin fee / account holder | $15 | $8,593-99.8% | $7,267-99.8% | $14,365-99.9% |