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 | $151,875 | $202,342-24.9% | $172,753-12.1% | $152,909-0.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.32% | 1029.88%-1006.6pp | 803.00%-779.7pp | 345.46%-322.1pp |
| Employer contribution / active EE | $5,937 | $5,857+1.4% | $5,144+15.4% | $4,764+24.6% |
| Participant deferral / active EE | $6,412 | $5,948+7.8% | $5,198+23.4% | $5,851+9.6% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |