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 | $85,946 | $160,070-46.3% | $147,117-41.6% | $145,897-41.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.68% | 98.69%-84.0pp | 420.54%-405.9pp | 552.29%-537.6pp |
| Employer contribution / active EE | $13,350 | $5,285+152.6% | $4,932+170.7% | $4,663+186.3% |
| Participant deferral / active EE | $8,871 | $8,419+5.4% | $8,065+10.0% | $6,689+32.6% |
| Admin fee / account holder | $48 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |