Filed August 4, 2022
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 | $17,843 | $73,978-75.9% | $96,515-81.5% | $75,173-76.3% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.3pp |
| Annual return | 19.93% | 26.72%-6.8pp | 35.73%-15.8pp | 160.72%-140.8pp |
| Employer contribution / active EE | $306 | $2,931-89.5% | $3,740-91.8% | $2,671-88.5% |
| Participant deferral / active EE | $2,292 | $3,660-37.4% | $4,880-53.0% | $4,126-44.5% |
| Admin fee / account holder | $174 | $5,219-96.7% | $6,735-97.4% | $5,651-96.9% |