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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,759 | $103,038-23.6% | $90,324-12.8% | $152,909-48.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.15% | 95.25%-75.1pp | 78.15%-58.0pp | 345.46%-325.3pp |
| Employer contribution / active EE | $14,250 | $3,141+353.7% | $2,856+399.0% | $4,764+199.1% |
| Participant deferral / active EE | $12,500 | $4,282+191.9% | $3,885+221.7% | $5,851+113.6% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |