Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,010 | $160,028-84.4% | $147,080-83.0% | $145,884-82.9% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 13.29% | 98.60%-85.3pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,623 | $5,286-50.4% | $4,933-46.8% | $4,662-43.7% |
| Participant deferral / active EE | $5,569 | $8,422-33.9% | $8,066-31.0% | $6,690-16.7% |
| Admin fee / account holder | $146 | $15,030-99.0% | $12,989-98.9% | $13,392-98.9% |