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 | $93,099 | $100,938-7.8% | $90,461+2.9% | $158,982-41.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.96% | 1727.20%-1719.2pp | 1294.76%-1286.8pp | 302.99%-295.0pp |
| Employer contribution / active EE | $5,173 | $3,691+40.1% | $3,264+58.5% | $4,763+8.6% |
| Participant deferral / active EE | $17,015 | $4,350+291.2% | $3,964+329.2% | $5,983+184.4% |
| Admin fee / account holder | $190 | $6,510-97.1% | $5,617-96.6% | $11,252-98.3% |