Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $184,953 | $211,224-12.4% | $178,505+3.6% | $145,897+26.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.78% | 30.28%-15.5pp | 27.16%-12.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,135 | $4,577-53.4% | $3,955-46.0% | $4,663-54.2% |
| Participant deferral / active EE | $2,135 | $6,966-69.4% | $6,280-66.0% | $6,689-68.1% |
| Admin fee / account holder | $25 | $12,109-99.8% | $10,428-99.8% | $13,390-99.8% |