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 | $35,688 | $208,088-82.8% | $186,193-80.8% | $154,746-76.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 30.77% | 89.97%-59.2pp | 78.03%-47.3pp | 172.34%-141.6pp |
| Employer contribution / active EE | $13,760 | $4,340+217.1% | $3,918+251.2% | $4,379+214.2% |
| Participant deferral / active EE | $4,640 | $7,078-34.4% | $6,513-28.8% | $6,730-31.1% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |