Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $83,411 | $115,810-28.0% | $101,271-17.6% | $158,966-47.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.41% | 56.15%-41.7pp | 46.48%-32.1pp | 302.95%-288.5pp |
| Employer contribution / active EE | $2,068 | $4,175-50.5% | $3,660-43.5% | $4,762-56.6% |
| Participant deferral / active EE | $9,502 | $4,958+91.6% | $4,371+117.4% | $5,983+58.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |