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 | $125,717 | $217,432-42.2% | $185,849-32.4% | $167,536-25.0% |
| Participation rate | 95.0% | 86.1%+8.9pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 13.05% | 148.42%-135.4pp | 122.10%-109.0pp | 478.82%-465.8pp |
| Employer contribution / active EE | $3,458 | $5,875-41.1% | $5,169-33.1% | $4,839-28.5% |
| Participant deferral / active EE | $3,473 | $6,357-45.4% | $5,569-37.6% | $6,342-45.2% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |