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 | $53,747 | $72,071-25.4% | $68,368-21.4% | $137,256-60.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.22% | 353.14%-338.9pp | 292.57%-278.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,388 | $2,788-50.2% | $2,649-47.6% | $4,156-66.6% |
| Participant deferral / active EE | $8,545 | $4,410+93.8% | $4,123+107.3% | $6,407+33.4% |
| Admin fee / account holder | $70 | $5,336-98.7% | $5,150-98.6% | $12,270-99.4% |