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 | $99,030 | $209,336-52.7% | $197,124-49.8% | $137,256-27.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.20% | 48.09%-27.9pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $8,466 | $6,591+28.5% | $6,227+35.9% | $4,156+103.7% |
| Participant deferral / active EE | $13,457 | $9,614+40.0% | $9,135+47.3% | $6,407+110.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |