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 | $113,983 | $135,956-16.2% | $123,894-8.0% | $273,972-58.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.64% | 56.63%-46.0pp | 47.52%-36.9pp | 41.46%-30.8pp |
| Employer contribution / active EE | $14,820 | $5,170+186.7% | $4,617+221.0% | $4,869+204.4% |
| Participant deferral / active EE | $10,049 | $6,343+58.4% | $5,984+67.9% | $5,287+90.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |