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 | $69,302 | $157,829-56.1% | $136,867-49.4% | $198,609-65.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 17.75% | 51.25%-33.5pp | 42.97%-25.2pp | 202.70%-185.0pp |
| Employer contribution / active EE | $8,479 | $3,923+116.1% | $3,547+139.0% | $5,055+67.7% |
| Participant deferral / active EE | $21,886 | $5,463+300.6% | $4,924+344.5% | $6,977+213.7% |
| Admin fee / account holder | $17 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |