Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,205 | $100,060-58.8% | $149,721-72.5% | $70,126-41.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 25.02% | 27.46%-2.4pp | 1501.67%-1476.6pp | 73.15%-48.1pp |
| Employer contribution / active EE | $6,049 | $3,661+65.2% | $5,444+11.1% | $2,343+158.2% |
| Participant deferral / active EE | $5,836 | $4,982+17.1% | $6,568-11.1% | $3,332+75.2% |
| Admin fee / account holder | $293 | $8,285-96.5% | $11,282-97.4% | $4,645-93.7% |