Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $40,015 | $208,088-80.8% | $186,193-78.5% | $154,746-74.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 23.66% | 89.97%-66.3pp | 78.03%-54.4pp | 172.34%-148.7pp |
| Employer contribution / active EE | $3,150 | $4,340-27.4% | $3,918-19.6% | $4,379-28.1% |
| Participant deferral / active EE | $7,775 | $7,078+9.9% | $6,513+19.4% | $6,730+15.5% |
| Admin fee / account holder | $40 | $11,698-99.7% | $11,058-99.6% | $14,365-99.7% |