Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $45,626 | $160,070-71.5% | $147,117-69.0% | $145,897-68.7% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 15.61% | 98.69%-83.1pp | 420.54%-404.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,319 | $5,285-56.1% | $4,932-53.0% | $4,663-50.3% |
| Participant deferral / active EE | $3,543 | $8,419-57.9% | $8,065-56.1% | $6,689-47.0% |
| Admin fee / account holder | $28 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |