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 | $20,615 | $160,040-87.1% | $147,096-86.0% | $145,877-85.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.97% | 98.49%-82.5pp | 419.75%-403.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,273 | $5,289-57.0% | $4,936-54.0% | $4,663-51.3% |
| Participant deferral / active EE | $6,429 | $8,429-23.7% | $8,071-20.4% | $6,691-3.9% |
| Admin fee / account holder | $119 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |