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 | $237,974 | $96,361+147.0% | $80,607+195.2% | $139,456+70.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.74% | 1350.95%-1333.2pp | 936.11%-918.4pp | 373.45%-355.7pp |
| Employer contribution / active EE | $1,176 | $3,262-64.0% | $2,724-56.8% | $4,753-75.3% |
| Participant deferral / active EE | $14,372 | $5,232+174.7% | $4,448+223.1% | $6,711+114.1% |
| Admin fee / account holder | $142 | $6,601-97.8% | $5,379-97.4% | $11,407-98.8% |