Filed August 16, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $26,078 | $72,177-63.9% | $115,038-77.3% | $59,633-56.3% |
| Participation rate | 93.3% | 72.6%+20.8pp | 81.4%+12.0pp | 68.7%+24.7pp |
| Annual return | 10.06% | 12.02%-2.0pp | 26.14%-16.1pp | 2041.45%-2031.4pp |
| Employer contribution / active EE | $1,917 | $2,841-32.5% | $4,608-58.4% | $2,203-13.0% |
| Participant deferral / active EE | $6,717 | $4,783+40.4% | $6,026+11.5% | $3,192+110.5% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |