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 | $59,668 | $169,336-64.8% | $129,384-53.9% | $145,884-59.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.81% | 14408.70%-14393.9pp | 9461.77%-9447.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $2,607 | $5,540-52.9% | $4,153-37.2% | $4,662-44.1% |
| Participant deferral / active EE | $6,637 | $4,985+33.1% | $4,166+59.3% | $6,690-0.8% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |