Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $180,847 | $123,155+46.8% | $108,753+66.3% | $155,188+16.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.41% | 44.73%-29.3pp | 37.47%-22.1pp | 148.84%-133.4pp |
| Employer contribution / active EE | $24,432 | $2,811+769.1% | $2,427+906.8% | $4,248+475.2% |
| Participant deferral / active EE | $11,941 | $4,623+158.3% | $4,115+190.2% | $6,531+82.8% |
| Admin fee / account holder | $283 | $12,126-97.7% | $10,320-97.3% | $14,480-98.0% |