Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $98,569 | $100,073-1.5% | $85,126+15.8% | $145,877-32.4% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 12.40% | 84.11%-71.7pp | 66.63%-54.2pp | 551.28%-538.9pp |
| Employer contribution / active EE | $15,507 | $3,236+379.1% | $2,731+467.7% | $4,663+232.5% |
| Participant deferral / active EE | $11,080 | $5,294+109.3% | $4,523+145.0% | $6,691+65.6% |
| Admin fee / account holder | $286 | $7,261-96.1% | $6,160-95.4% | $13,402-97.9% |