Sign up free to preview peer percentile detail
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 | $21,701 | $183,539-88.2% | $155,556-86.0% | $145,897-85.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.33% | 61.31%-52.0pp | 64.84%-55.5pp | 552.29%-543.0pp |
| Employer contribution / active EE | $5,776 | $5,315+8.7% | $4,675+23.5% | $4,663+23.9% |
| Participant deferral / active EE | $5,436 | $6,467-15.9% | $5,631-3.5% | $6,689-18.7% |
| Admin fee / account holder | $18 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |