Sign up free to preview peer percentile detail
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.
Annual investment return 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,833 | $124,814-28.8% | $124,814-28.8% | $339,457-73.8% |
| Participation rate | 100.0% | 44.4%+55.6pp | 22.2%+77.8pp | 43.9%+56.1pp |
| Annual return | 0.23% | 8.40%-8.2pp | 10.52%-10.3pp | 13.05%-12.8pp |
| Employer contribution / active EE | $0 | $31,334-100.0% | $26,756-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $31,074-100.0% |