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 | $242,621 | $92,743+161.6% | $82,744+193.2% | $134,532+80.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 8.17% | 946.63%-938.5pp | 702.22%-694.1pp | 418.27%-410.1pp |
| Employer contribution / active EE | $558 | $3,273-82.9% | $3,008-81.4% | $4,741-88.2% |
| Participant deferral / active EE | $1,117 | $4,802-76.7% | $4,395-74.6% | $6,401-82.6% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |