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 | $22,191 | $111,785-80.1% | $93,669-76.3% | $145,877-84.8% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 18.69% | 203.79%-185.1pp | 133.59%-114.9pp | 551.28%-532.6pp |
| Employer contribution / active EE | $2,270 | $3,096-26.7% | $2,424-6.3% | $4,663-51.3% |
| Participant deferral / active EE | $5,469 | $4,919+11.2% | $4,416+23.8% | $6,691-18.3% |
| Admin fee / account holder | $107 | $10,256-99.0% | $8,291-98.7% | $13,402-99.2% |