Filed May 8, 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.
Employer 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 | $14,210 | $150,447-90.6% | $136,298-89.6% | $147,586-90.4% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 30.74% | 1049.15%-1018.4pp | 5156.27%-5125.5pp | 578.59%-547.9pp |
| Employer contribution / active EE | $454 | $5,256-91.4% | $4,696-90.3% | $4,876-90.7% |
| Participant deferral / active EE | $5,571 | $6,631-16.0% | $6,247-10.8% | $5,439+2.4% |
| Admin fee / account holder | $150 | $10,906-98.6% | $9,244-98.4% | $10,886-98.6% |