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 | $85,314 | $88,702-3.8% | $81,780+4.3% | $145,978-41.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.07% | 1029.12%-1011.1pp | 776.27%-758.2pp | 550.52%-532.4pp |
| Employer contribution / active EE | $3,421 | $3,084+10.9% | $2,914+17.4% | $4,662-26.6% |
| Participant deferral / active EE | $8,514 | $4,645+83.3% | $4,321+97.1% | $6,690+27.3% |
| Admin fee / account holder | $171 | $8,414-98.0% | $7,384-97.7% | $13,400-98.7% |