Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,596 | $176,120-75.8% | $159,487-73.3% | $167,553-74.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.32% | 331.95%-311.6pp | 263.71%-243.4pp | 478.89%-458.6pp |
| Employer contribution / active EE | $8,338 | $5,299+57.3% | $4,831+72.6% | $4,840+72.3% |
| Participant deferral / active EE | $7,939 | $7,752+2.4% | $7,354+8.0% | $6,343+25.2% |
| Admin fee / account holder | $18 | $12,561-99.9% | $10,804-99.8% | $12,316-99.9% |