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 | $93,532 | $227,399-58.9% | $189,758-50.7% | $198,609-52.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.19% | 61.03%-38.8pp | 52.62%-30.4pp | 202.70%-180.5pp |
| Employer contribution / active EE | $1,897 | $5,526-65.7% | $4,767-60.2% | $5,055-62.5% |
| Participant deferral / active EE | $13,802 | $6,837+101.9% | $5,856+135.7% | $6,977+97.8% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |