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 | $102,316 | $125,237-18.3% | $105,608-3.1% | $145,877-29.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.72% | 225.76%-215.0pp | 116.50%-105.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $2,459 | $3,720-33.9% | $3,167-22.3% | $4,663-47.3% |
| Participant deferral / active EE | $8,307 | $5,711+45.5% | $5,010+65.8% | $6,691+24.2% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |