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 | $40,107 | $157,304-74.5% | $141,197-71.6% | $152,909-73.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.72% | 64.34%-42.6pp | 71.41%-49.7pp | 345.46%-323.7pp |
| Employer contribution / active EE | $16,118 | $5,263+206.3% | $4,736+240.3% | $4,764+238.3% |
| Participant deferral / active EE | $11,301 | $7,111+58.9% | $6,710+68.4% | $5,851+93.1% |
| Admin fee / account holder | $251 | $12,126-97.9% | $10,265-97.6% | $11,601-97.8% |