Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $36,418 | $108,922-66.6% | $100,398-63.7% | $145,978-75.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 130.10% | 58.04%+72.1pp | 49.32%+80.8pp | 550.52%-420.4pp |
| Employer contribution / active EE | $5,743 | $4,426+29.8% | $3,946+45.6% | $4,662+23.2% |
| Participant deferral / active EE | $10,224 | $8,450+21.0% | $8,084+26.5% | $6,690+52.8% |
| Admin fee / account holder | $114 | $9,680-98.8% | $7,893-98.6% | $13,400-99.2% |