Filed February 5, 2018
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.
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 | $29,862 | $75,183-60.3% | $123,894-75.9% | $55,167-45.9% |
| Participation rate | 49.0% | 72.8%-23.8pp | 81.4%-32.4pp | 69.0%-20.0pp |
| Annual return | 67.68% | 19.01%+48.7pp | 47.52%+20.2pp | 169.23%-101.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,431 | $5,084-32.5% | $5,984-42.7% | $3,054+12.4% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |