Filed July 15, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $5,358 | $52,306-89.8% | $69,779-92.3% | $62,881-91.5% |
| Participation rate | 90.7% | 67.2%+23.5pp | 71.8%+18.9pp | 69.3%+21.4pp |
| Annual return | 0.00% | 13.35%-13.4pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,717 | $1,799-4.6% | $2,338-26.6% | $2,281-24.7% |
| Participant deferral / active EE | $2,826 | $2,395+18.0% | $2,931-3.6% | $3,203-11.8% |
| Admin fee / account holder | $71 | $3,691-98.1% | $4,381-98.4% | $4,296-98.3% |