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 | $47,569 | $198,462-76.0% | $170,439-72.1% | $147,585-67.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.38% | 257.30%-240.9pp | 205.94%-189.6pp | 578.58%-562.2pp |
| Employer contribution / active EE | $2,993 | $6,184-51.6% | $5,433-44.9% | $4,876-38.6% |
| Participant deferral / active EE | $4,721 | $5,629-16.1% | $4,939-4.4% | $5,439-13.2% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |