Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $39,277 | $166,268-76.4% | $165,100-76.2% | $145,897-73.1% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.6%+8.0pp | 80.3%+6.4pp |
| Annual return | 18.65% | 100.52%-81.9pp | 70.21%-51.6pp | 552.29%-533.6pp |
| Employer contribution / active EE | $9,554 | $5,284+80.8% | $4,348+119.7% | $4,663+104.9% |
| Participant deferral / active EE | $8,498 | $6,964+22.0% | $6,035+40.8% | $6,689+27.0% |
| Admin fee / account holder | $205 | $16,659-98.8% | $12,696-98.4% | $13,390-98.5% |