Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $66,376 | $103,008-35.6% | $90,304-26.5% | $152,897-56.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 33.20% | 95.22%-62.0pp | 78.13%-44.9pp | 345.43%-312.2pp |
| Employer contribution / active EE | $4,868 | $3,139+55.1% | $2,855+70.5% | $4,764+2.2% |
| Participant deferral / active EE | $10,923 | $4,281+155.1% | $3,885+181.2% | $5,851+86.7% |
| Admin fee / account holder | $146 | $6,175-97.6% | $5,354-97.3% | $11,599-98.7% |