Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $46,141 | $176,105-73.8% | $159,474-71.1% | $167,536-72.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.32% | 331.91%-314.6pp | 263.68%-246.4pp | 478.82%-461.5pp |
| Employer contribution / active EE | $2,239 | $5,299-57.8% | $4,831-53.7% | $4,839-53.7% |
| Participant deferral / active EE | $4,703 | $7,751-39.3% | $7,353-36.0% | $6,342-25.8% |
| Admin fee / account holder | $16 | $12,559-99.9% | $10,802-99.8% | $12,315-99.9% |