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 | $179,874 | $232,540-22.6% | $185,117-2.8% | $147,586+21.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.39% | 43.03%-26.6pp | 40.50%-24.1pp | 578.59%-562.2pp |
| Employer contribution / active EE | $8,176 | $5,195+57.4% | $4,182+95.5% | $4,876+67.7% |
| Participant deferral / active EE | $13,629 | $5,834+133.6% | $5,045+170.1% | $5,439+150.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |