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 | $61,057 | $109,872-44.4% | $98,483-38.0% | $167,536-63.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 32.48% | 1959.31%-1926.8pp | 1494.38%-1461.9pp | 478.82%-446.3pp |
| Employer contribution / active EE | $1,125 | $3,225-65.1% | $2,961-62.0% | $4,839-76.8% |
| Participant deferral / active EE | $4,897 | $4,673+4.8% | $4,276+14.5% | $6,342-22.8% |
| Admin fee / account holder | $148 | $6,757-97.8% | $5,953-97.5% | $12,315-98.8% |