Filed October 7, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
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 | $57,629 | $166,268-65.3% | $165,100-65.1% | $145,897-60.5% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.6%-26.4pp | 80.3%-28.1pp |
| Annual return | 16.78% | 100.52%-83.7pp | 70.21%-53.4pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,888 | $5,284-64.3% | $4,348-56.6% | $4,663-59.5% |
| Participant deferral / active EE | $3,113 | $6,964-55.3% | $6,035-48.4% | $6,689-53.5% |
| Admin fee / account holder | $243 | $16,659-98.5% | $12,696-98.1% | $13,390-98.2% |