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 | $67,872 | $201,344-66.3% | $184,243-63.2% | $145,877-53.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.37% | 29.01%-12.6pp | 28.82%-12.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $6,853 | $7,022-2.4% | $6,427+6.6% | $4,663+47.0% |
| Participant deferral / active EE | $8,621 | $9,807-12.1% | $9,132-5.6% | $6,691+28.8% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |