Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $84,228 | $183,539-54.1% | $155,556-45.9% | $145,897-42.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.68% | 61.31%-50.6pp | 64.84%-54.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,617 | $5,315-69.6% | $4,675-65.4% | $4,663-65.3% |
| Participant deferral / active EE | $3,444 | $6,467-46.8% | $5,631-38.8% | $6,689-48.5% |
| Admin fee / account holder | $157 | $19,275-99.2% | $15,885-99.0% | $13,390-98.8% |