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 | $69,254 | $175,259-60.5% | $149,723-53.7% | $139,487-50.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 11.77% | 166.82%-155.1pp | 134.50%-122.7pp | 373.84%-362.1pp |
| Employer contribution / active EE | $2,172 | $5,478-60.4% | $4,821-55.0% | $4,755-54.3% |
| Participant deferral / active EE | $4,992 | $6,522-23.5% | $5,682-12.2% | $6,713-25.6% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |