Filed April 12, 2016
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,140 | $73,848-87.6% | $143,799-93.6% | $68,486-86.7% |
| Participation rate | 57.6% | 66.7%-9.1pp | 80.3%-22.7pp | 67.9%-10.3pp |
| Annual return | -15.57% | 0.91%-16.5pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,496 | $3,184-53.0% | $4,952-69.8% | $2,597-42.4% |
| Participant deferral / active EE | $2,305 | $3,385-31.9% | $5,638-59.1% | $4,028-42.8% |
| Admin fee / account holder | $211 | $5,755-96.3% | $14,677-98.6% | $5,404-96.1% |