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 | $63,638 | $159,934-60.2% | $147,005-56.7% | $145,959-56.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.12% | 98.24%-81.1pp | 418.76%-401.6pp | 561.95%-544.8pp |
| Employer contribution / active EE | $7,528 | $5,287+42.4% | $4,934+52.6% | $4,661+61.5% |
| Participant deferral / active EE | $14,326 | $8,427+70.0% | $8,070+77.5% | $6,689+114.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |