Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $233,904 | $154,228+51.7% | $145,433+60.8% | $137,256+70.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.91% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $36,010 | $4,804+649.6% | $4,554+690.6% | $4,156+766.4% |
| Participant deferral / active EE | $25,606 | $8,216+211.6% | $7,897+224.2% | $6,407+299.7% |
| Admin fee / account holder | $190 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |