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.
Participant 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,182 | $215,441+31.4% | $215,441+31.4% | $233,076+21.5% |
| Participation rate | 100.0% | 53.1%+46.9pp | 50.7%+49.3pp | 46.4%+53.6pp |
| Annual return | -7.40% | 1.21%-8.6pp | 1.09%-8.5pp | -82.67%+75.3pp |
| Employer contribution / active EE | $118,000 | $59,814+97.3% | $57,621+104.8% | $43,771+169.6% |
| Participant deferral / active EE | $0 | $182-100.0% | $181-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $10,762-100.0% | $10,762-100.0% | $11,204-100.0% |