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 | $95,965 | $132,634-27.6% | $115,768-17.1% | $137,256-30.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.51% | 160.70%-140.2pp | 100.46%-79.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $10,379 | $3,360+208.9% | $2,940+253.0% | $4,156+149.7% |
| Participant deferral / active EE | $14,342 | $5,619+155.3% | $4,917+191.7% | $6,407+123.9% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |