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 | $229,403 | $99,079+131.5% | $78,002+194.1% | $273,972-16.3% |
| Participation rate | 84.6% | 78.6%+6.0pp | 75.5%+9.1pp | 83.0%+1.6pp |
| Annual return | 7.08% | 217.93%-210.8pp | 425.99%-418.9pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,093 | $3,308-6.5% | $2,470+25.2% | $4,869-36.5% |
| Participant deferral / active EE | $8,481 | $4,306+97.0% | $3,497+142.5% | $5,287+60.4% |
| Admin fee / account holder | $228 | $8,954-97.5% | $5,481-95.8% | $10,133-97.8% |