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 | $151,947 | $111,830+35.9% | $93,696+62.2% | $145,884+4.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 10.98% | 204.08%-193.1pp | 133.74%-122.8pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,751 | $3,093-11.1% | $2,422+13.6% | $4,662-41.0% |
| Participant deferral / active EE | $9,484 | $4,920+92.8% | $4,417+114.7% | $6,690+41.8% |
| Admin fee / account holder | $20 | $10,249-99.8% | $8,287-99.8% | $13,392-99.9% |