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 | $68,493 | $85,766-20.1% | $136,298-49.7% | $70,126-2.3% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 20.45% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.7pp |
| Employer contribution / active EE | $7,530 | $2,966+153.9% | $4,696+60.4% | $2,343+221.4% |
| Participant deferral / active EE | $8,480 | $5,051+67.9% | $6,247+35.7% | $3,332+154.5% |
| Admin fee / account holder | $257 | $5,421-95.3% | $9,244-97.2% | $4,645-94.5% |