Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,656 | $183,539-79.5% | $155,556-75.8% | $145,897-74.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.17% | 61.31%-52.1pp | 64.84%-55.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $2,735 | $5,315-48.6% | $4,675-41.5% | $4,663-41.3% |
| Participant deferral / active EE | $7,560 | $6,467+16.9% | $5,631+34.3% | $6,689+13.0% |
| Admin fee / account holder | $106 | $19,275-99.4% | $15,885-99.3% | $13,390-99.2% |