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 | $86,612 | $176,105-50.8% | $159,474-45.7% | $167,536-48.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.39% | 331.91%-305.5pp | 263.68%-237.3pp | 478.82%-452.4pp |
| Employer contribution / active EE | $16,415 | $5,299+209.8% | $4,831+239.8% | $4,839+239.2% |
| Participant deferral / active EE | $19,500 | $7,751+151.6% | $7,353+165.2% | $6,342+207.5% |
| Admin fee / account holder | $291 | $12,559-97.7% | $10,802-97.3% | $12,315-97.6% |