Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $55,411 | $201,370-72.5% | $184,256-69.9% | $145,897-62.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.45% | 29.05%-10.6pp | 28.85%-10.4pp | 552.29%-533.8pp |
| Employer contribution / active EE | $3,917 | $7,024-44.2% | $6,427-39.1% | $4,663-16.0% |
| Participant deferral / active EE | $11,064 | $9,808+12.8% | $9,133+21.1% | $6,689+65.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |