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 | $126,226 | $176,077-28.3% | $159,455-20.8% | $167,518-24.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.54% | 331.83%-309.3pp | 263.63%-241.1pp | 478.71%-456.2pp |
| Employer contribution / active EE | $3,792 | $5,298-28.4% | $4,830-21.5% | $4,838-21.6% |
| Participant deferral / active EE | $4,741 | $7,751-38.8% | $7,353-35.5% | $6,342-25.3% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |