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 | $104,154 | $70,366+48.0% | $66,674+56.2% | $138,895-25.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 23.49% | 386.41%-362.9pp | 321.24%-297.7pp | 145.39%-121.9pp |
| Employer contribution / active EE | $5,000 | $2,765+80.8% | $2,620+90.8% | $4,194+19.2% |
| Participant deferral / active EE | $11,750 | $4,374+168.6% | $4,084+187.7% | $6,396+83.7% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |