Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,379 | $160,028-84.8% | $147,080-83.4% | $145,884-83.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 17.24% | 98.60%-81.4pp | 420.17%-402.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $4,440 | $5,286-16.0% | $4,933-10.0% | $4,662-4.8% |
| Participant deferral / active EE | $9,555 | $8,422+13.5% | $8,066+18.5% | $6,690+42.8% |
| Admin fee / account holder | $184 | $15,030-98.8% | $12,989-98.6% | $13,392-98.6% |