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 | $30,365 | $148,623-79.6% | $135,974-77.7% | $139,466-78.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 204.92% | 79.30%+125.6pp | 68.30%+136.6pp | 373.66%-168.7pp |
| Employer contribution / active EE | $2,894 | $5,246-44.8% | $4,859-40.4% | $4,754-39.1% |
| Participant deferral / active EE | $9,476 | $8,103+16.9% | $7,760+22.1% | $6,712+41.2% |
| Admin fee / account holder | $66 | $12,406-99.5% | $10,767-99.4% | $11,409-99.4% |