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 | $53,088 | $83,337-36.3% | $67,834-21.7% | $273,972-80.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 52.26% | 259.45%-207.2pp | 138.47%-86.2pp | 41.46%+10.8pp |
| Employer contribution / active EE | $24,004 | $3,287+630.2% | $2,403+898.8% | $4,869+393.0% |
| Participant deferral / active EE | $10,770 | $4,088+163.5% | $3,160+240.8% | $5,287+103.7% |
| Admin fee / account holder | $24 | $6,752-99.6% | $4,622-99.5% | $10,133-99.8% |