Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,311 | $160,070-81.7% | $147,117-80.1% | $145,897-79.9% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.1pp | 80.3%+13.0pp |
| Annual return | 18.47% | 98.69%-80.2pp | 420.54%-402.1pp | 552.29%-533.8pp |
| Employer contribution / active EE | $2,667 | $5,285-49.5% | $4,932-45.9% | $4,663-42.8% |
| Participant deferral / active EE | $3,115 | $8,419-63.0% | $8,065-61.4% | $6,689-53.4% |
| Admin fee / account holder | $11 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |