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 | $208,579 | $117,904+76.9% | $102,457+103.6% | $145,978+42.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.77% | 31.80%-17.0pp | 29.41%-14.6pp | 550.52%-535.7pp |
| Employer contribution / active EE | $4,304 | $3,613+19.1% | $3,022+42.4% | $4,662-7.7% |
| Participant deferral / active EE | $9,116 | $5,733+59.0% | $5,054+80.4% | $6,690+36.3% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |