Filed April 4, 2024
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
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 | $9,352 | $108,825-91.4% | $156,181-94.0% | $82,448-88.7% |
| Participation rate | 87.5% | 72.4%+15.1pp | 78.8%+8.7pp | 68.1%+19.4pp |
| Annual return | 22.57% | 20.59%+2.0pp | 64.87%-42.3pp | 41.64%-19.1pp |
| Employer contribution / active EE | $910 | $2,870-68.3% | $4,294-78.8% | $2,551-64.3% |
| Participant deferral / active EE | $1,738 | $4,577-62.0% | $6,132-71.7% | $4,139-58.0% |
| Admin fee / account holder | $27 | $9,341-99.7% | $14,586-99.8% | $7,234-99.6% |