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 | $39,024 | $138,075-71.7% | $123,552-68.4% | $135,379-71.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.11% | 153.70%-157.8pp | 119.20%-123.3pp | 519.79%-523.9pp |
| Employer contribution / active EE | $3,078 | $5,152-40.2% | $4,628-33.5% | $4,779-35.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $156 | $10,917-98.6% | $9,285-98.3% | $10,828-98.6% |