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 | $47,026 | $88,778-47.0% | $81,844-42.5% | $145,884-67.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.00% | 1033.03%-1019.0pp | 778.87%-764.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $3,417 | $3,087+10.7% | $2,916+17.2% | $4,662-26.7% |
| Participant deferral / active EE | $4,095 | $4,648-11.9% | $4,323-5.3% | $6,690-38.8% |
| Admin fee / account holder | $145 | $8,430-98.3% | $7,355-98.0% | $13,392-98.9% |