Filed June 10, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $126,771 | $95,453+32.8% | $112,040+13.1% | $82,448+53.8% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 17.56% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,223 | $2,318+39.1% | $2,954+9.1% | $2,551+26.4% |
| Participant deferral / active EE | $12,455 | $4,224+194.9% | $5,098+144.3% | $4,139+200.9% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |