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 | $23,898 | $111,830-78.6% | $93,696-74.5% | $145,884-83.6% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 20.77% | 204.08%-183.3pp | 133.74%-113.0pp | 551.85%-531.1pp |
| Employer contribution / active EE | $2,510 | $3,093-18.9% | $2,422+3.6% | $4,662-46.2% |
| Participant deferral / active EE | $10,977 | $4,920+123.1% | $4,417+148.5% | $6,690+64.1% |
| Admin fee / account holder | $105 | $10,249-99.0% | $8,287-98.7% | $13,392-99.2% |