Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $139,987 | $160,070-12.5% | $147,117-4.8% | $145,897-4.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.20% | 98.69%-81.5pp | 420.54%-403.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $42,750 | $5,285+709.0% | $4,932+766.7% | $4,663+816.9% |
| Participant deferral / active EE | $18,250 | $8,419+116.8% | $8,065+126.3% | $6,689+172.8% |
| Admin fee / account holder | $75 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |