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 | $153,557 | $116,190+32.2% | $93,614+64.0% | $152,885+0.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 13.92% | 35.96%-22.0pp | 32.76%-18.8pp | 345.39%-331.5pp |
| Employer contribution / active EE | $5,137 | $3,219+59.6% | $2,718+89.0% | $4,763+7.8% |
| Participant deferral / active EE | $7,440 | $4,604+61.6% | $4,069+82.8% | $5,851+27.2% |
| Admin fee / account holder | $20 | $10,749-99.8% | $7,889-99.7% | $11,598-99.8% |