Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $128,999 | $67,823+90.2% | $52,425+146.1% | $137,256-6.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.79% | 219.11%-198.3pp | 302.12%-281.3pp | 220.34%-199.5pp |
| Employer contribution / active EE | $4,063 | $1,163+249.4% | $914+344.4% | $4,156-2.2% |
| Participant deferral / active EE | $31,000 | $2,288+1254.9% | $1,790+1631.4% | $6,407+383.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |