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 | $109,126 | $209,428-47.9% | $178,498-38.9% | $158,950-31.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.96% | 188.78%-167.8pp | 151.09%-130.1pp | 302.91%-281.9pp |
| Employer contribution / active EE | $2,348 | $5,707-58.9% | $5,011-53.1% | $4,762-50.7% |
| Participant deferral / active EE | $15,167 | $5,955+154.7% | $5,202+191.6% | $5,983+153.5% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |