Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $50,837 | $197,637-74.3% | $177,848-71.4% | $158,982-68.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 32.07% | 58.77%-26.7pp | 48.33%-16.3pp | 302.99%-270.9pp |
| Employer contribution / active EE | $2,684 | $6,698-59.9% | $5,919-54.7% | $4,763-43.7% |
| Participant deferral / active EE | $7,020 | $8,405-16.5% | $7,714-9.0% | $5,983+17.3% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |