Filed June 30, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
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 | $5,859 | $91,179-93.6% | $178,499-96.7% | $79,852-92.7% |
| Participation rate | 69.0% | 69.2%-0.2pp | 81.9%-12.9pp | 69.6%-0.6pp |
| Annual return | 122.45% | 24.19%+98.3pp | 151.10%-28.7pp | 31.72%+90.7pp |
| Employer contribution / active EE | $310 | $3,256-90.5% | $5,011-93.8% | $2,471-87.5% |
| Participant deferral / active EE | $1,479 | $3,236-54.3% | $5,202-71.6% | $3,740-60.4% |
| Admin fee / account holder | $277 | $6,749-95.9% | $13,986-98.0% | $5,306-94.8% |