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 | $144,766 | $100,911+43.5% | $90,440+60.1% | $158,966-8.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 24.52% | 1726.62%-1702.1pp | 1294.38%-1269.9pp | 302.95%-278.4pp |
| Employer contribution / active EE | $3,338 | $3,690-9.5% | $3,263+2.3% | $4,762-29.9% |
| Participant deferral / active EE | $4,775 | $4,348+9.8% | $3,964+20.5% | $5,983-20.2% |
| Admin fee / account holder | $7 | $6,507-99.9% | $5,615-99.9% | $11,250-99.9% |