Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $117,469 | $162,281-27.6% | $362,723-67.6% | $254,542-53.9% |
| Participation rate | 100.0% | 49.4%+50.6pp | 38.2%+61.8pp | 47.4%+52.6pp |
| Annual return | 3.85% | 10.22%-6.4pp | 10.56%-6.7pp | 12.16%-8.3pp |
| Employer contribution / active EE | $40,845 | $37,390+9.2% | $30,197+35.3% | $44,746-8.7% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $227 | $1,182-80.8% | $2,168-89.5% | $17,640-98.7% |