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 | $42,452 | $209,428-79.7% | $178,498-76.2% | $158,950-73.3% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 12.65% | 188.78%-176.1pp | 151.09%-138.4pp | 302.91%-290.3pp |
| Employer contribution / active EE | $6,324 | $5,707+10.8% | $5,011+26.2% | $4,762+32.8% |
| Participant deferral / active EE | $4,643 | $5,955-22.0% | $5,202-10.7% | $5,983-22.4% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |