Filed April 6, 2016
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.
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 | $20,785 | $202,342-89.7% | $172,752-88.0% | $152,897-86.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 52.54% | 1029.83%-977.3pp | 802.97%-750.4pp | 345.43%-292.9pp |
| Employer contribution / active EE | $1,859 | $5,858-68.3% | $5,144-63.9% | $4,764-61.0% |
| Participant deferral / active EE | $5,094 | $5,948-14.4% | $5,198-2.0% | $5,851-12.9% |
| Admin fee / account holder | $26 | $17,111-99.8% | $13,955-99.8% | $11,599-99.8% |