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 | $506,415 | $227,811+122.3% | $157,677+221.2% | $330,599+53.2% |
| Participation rate | 100.0% | 30.0%+70.0pp | 28.6%+71.4pp | 43.7%+56.3pp |
| Annual return | 9.12% | 8.41%+0.7pp | 8.41%+0.7pp | 13.05%-3.9pp |
| Employer contribution / active EE | $27,778 | $45,693-39.2% | $41,333-32.8% | $37,652-26.2% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $3,303-100.0% | $31,365-100.0% |