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 | $110,022 | $106,247+3.6% | $96,515+14.0% | $139,466-21.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.64% | 38.47%-20.8pp | 35.73%-18.1pp | 373.66%-356.0pp |
| Employer contribution / active EE | $9,512 | $4,106+131.7% | $3,740+154.4% | $4,754+100.1% |
| Participant deferral / active EE | $11,550 | $5,456+111.7% | $4,880+136.7% | $6,712+72.1% |
| Admin fee / account holder | $139 | $7,885-98.2% | $6,735-97.9% | $11,409-98.8% |