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 | $184,473 | $108,897+69.4% | $100,378+83.8% | $145,877+26.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.72% | 58.17%-45.5pp | 49.41%-36.7pp | 551.28%-538.6pp |
| Employer contribution / active EE | $3,771 | $4,420-14.7% | $3,942-4.4% | $4,663-19.1% |
| Participant deferral / active EE | $14,105 | $8,455+66.8% | $8,087+74.4% | $6,691+110.8% |
| Admin fee / account holder | $158 | $9,690-98.4% | $7,899-98.0% | $13,402-98.8% |