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 | $141,510 | $85,766+65.0% | $136,298+3.8% | $70,126+101.8% |
| Participation rate | 76.9% | 74.2%+2.8pp | 81.9%-5.0pp | 69.5%+7.4pp |
| Annual return | 17.26% | 31.46%-14.2pp | 5156.27%-5139.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,807 | $5,051+54.5% | $6,247+25.0% | $3,332+134.3% |
| Admin fee / account holder | $256 | $5,421-95.3% | $9,244-97.2% | $4,645-94.5% |