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.
Sign up free to preview 1 actuary disclosure
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 | $227,263 | $276,582-17.8% | $1,035,159-78.0% | $233,076-2.5% |
| Participation rate | 100.0% | 53.4%+46.6pp | 49.6%+50.4pp | 46.4%+53.6pp |
| Annual return | -4.34% | -68.32%+64.0pp | -61.72%+57.4pp | -82.66%+78.3pp |
| Employer contribution / active EE | $125,000 | $50,529+147.4% | $47,703+162.0% | $43,771+185.6% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $102 | $5,930-98.3% | $5,792-98.2% | $11,204-99.1% |