Filed November 21, 2024
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 | $13,608 | $84,236-83.8% | $170,435-92.0% | $70,126-80.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.99% | 23.06%-10.1pp | 205.94%-192.9pp | 73.15%-60.2pp |
| Employer contribution / active EE | $572 | $3,387-83.1% | $5,432-89.5% | $2,343-75.6% |
| Participant deferral / active EE | $1,793 | $3,086-41.9% | $4,939-63.7% | $3,332-46.2% |
| Admin fee / account holder | $36 | $5,698-99.4% | $13,881-99.7% | $4,645-99.2% |