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.
Sign up free to preview 1 actuary disclosure
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 | $68,055 | $187,247-63.7% | $164,721-58.7% | $349,369-80.5% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 44.4%+55.6pp |
| Annual return | -8.55% | -5.84%-2.7pp | -5.85%-2.7pp | -14.65%+6.1pp |
| Employer contribution / active EE | $28,829 | $39,394-26.8% | $31,839-9.5% | $46,321-37.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $236 | $1,070-77.9% | $1,000-76.4% | $14,582-98.4% |