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 | $27,700 | $183,539-84.9% | $155,556-82.2% | $145,897-81.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.93% | 61.31%-50.4pp | 64.84%-53.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,190 | $5,315-77.6% | $4,675-74.5% | $4,663-74.5% |
| Participant deferral / active EE | $2,466 | $6,467-61.9% | $5,631-56.2% | $6,689-63.1% |
| Admin fee / account holder | $195 | $19,275-99.0% | $15,885-98.8% | $13,390-98.5% |