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 | $102,472 | $110,551-7.3% | $80,741+26.9% | $167,518-38.8% |
| Participation rate | 85.7% | 64.0%+21.8pp | 54.2%+31.6pp | 82.1%+3.6pp |
| Annual return | 47.71% | 120.57%-72.9pp | 87.30%-39.6pp | 478.71%-431.0pp |
| Employer contribution / active EE | $2,143 | $1,543+38.9% | $1,160+84.7% | $4,838-55.7% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,312-100.0% |