Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $34,922 | $160,028-78.2% | $147,080-76.3% | $145,884-76.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 59.72% | 98.60%-38.9pp | 420.17%-360.5pp | 551.85%-492.1pp |
| Employer contribution / active EE | $1,264 | $5,286-76.1% | $4,933-74.4% | $4,662-72.9% |
| Participant deferral / active EE | $8,279 | $8,422-1.7% | $8,066+2.6% | $6,690+23.8% |
| Admin fee / account holder | $121 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |