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 | $56,793 | $160,040-64.5% | $147,096-61.4% | $145,877-61.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 25.04% | 98.49%-73.5pp | 419.75%-394.7pp | 551.28%-526.2pp |
| Employer contribution / active EE | $2,227 | $5,289-57.9% | $4,936-54.9% | $4,663-52.2% |
| Participant deferral / active EE | $5,478 | $8,429-35.0% | $8,071-32.1% | $6,691-18.1% |
| Admin fee / account holder | $78 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |