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 | $107,770 | $217,432-50.4% | $185,849-42.0% | $167,536-35.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.39% | 148.42%-133.0pp | 122.10%-106.7pp | 478.82%-463.4pp |
| Employer contribution / active EE | $9,926 | $5,875+69.0% | $5,169+92.0% | $4,839+105.1% |
| Participant deferral / active EE | $6,732 | $6,357+5.9% | $5,569+20.9% | $6,342+6.2% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |