Filed August 15, 2023
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,424 | $98,760-34.8% | $149,715-57.0% | $79,858-19.3% |
| Participation rate | 37.0% | 75.8%-38.7pp | 82.5%-45.4pp | 69.6%-32.6pp |
| Annual return | 18.17% | 27.43%-9.3pp | 276.66%-258.5pp | 31.72%-13.5pp |
| Employer contribution / active EE | $627 | $3,217-80.5% | $4,645-86.5% | $2,471-74.6% |
| Participant deferral / active EE | $1,170 | $5,681-79.4% | $6,842-82.9% | $3,740-68.7% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,310-100.0% | $5,306-100.0% |