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 | $173,178 | $115,814+49.5% | $101,275+71.0% | $158,982+8.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.74% | 56.16%-41.4pp | 46.48%-31.7pp | 302.99%-288.2pp |
| Employer contribution / active EE | $10,860 | $4,176+160.1% | $3,660+196.7% | $4,763+128.0% |
| Participant deferral / active EE | $9,539 | $4,958+92.4% | $4,371+118.2% | $5,983+59.4% |
| Admin fee / account holder | $179 | $7,249-97.5% | $5,948-97.0% | $11,252-98.4% |