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 | $80,707 | $209,405-61.5% | $178,486-54.8% | $158,931-49.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.55% | 188.77%-171.2pp | 151.08%-133.5pp | 302.86%-285.3pp |
| Employer contribution / active EE | $6,476 | $5,707+13.5% | $5,011+29.2% | $4,761+36.0% |
| Participant deferral / active EE | $4,199 | $5,954-29.5% | $5,202-19.3% | $5,982-29.8% |
| Admin fee / account holder | $71 | $17,076-99.6% | $13,985-99.5% | $11,247-99.4% |