Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,628 | $169,361-76.0% | $129,397-68.6% | $145,877-72.1% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | 16.36% | 14395.54%-14379.2pp | 9453.98%-9437.6pp | 551.28%-534.9pp |
| Employer contribution / active EE | $981 | $5,542-82.3% | $4,154-76.4% | $4,663-79.0% |
| Participant deferral / active EE | $9,469 | $4,987+89.9% | $4,167+127.2% | $6,691+41.5% |
| Admin fee / account holder | $247 | $9,903-97.5% | $7,679-96.8% | $13,402-98.2% |