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 | $140,801 | $160,028-12.0% | $147,080-4.3% | $145,884-3.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.01% | 98.60%-87.6pp | 420.17%-409.2pp | 551.85%-540.8pp |
| Employer contribution / active EE | $3,362 | $5,286-36.4% | $4,933-31.9% | $4,662-27.9% |
| Participant deferral / active EE | $6,330 | $8,422-24.8% | $8,066-21.5% | $6,690-5.4% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |