Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $115,736 | $102,595+12.8% | $94,057+23.0% | $154,746-25.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.10% | 583.42%-566.3pp | 480.62%-463.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $4,258 | $3,147+35.3% | $2,933+45.2% | $4,379-2.8% |
| Participant deferral / active EE | $16,312 | $5,118+218.7% | $4,709+246.4% | $6,730+142.4% |
| Admin fee / account holder | $17 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |