Filed October 15, 2024
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,497 | $168,636-55.2% | $147,618-48.9% | $125,388-39.8% |
| Participation rate | 68.4% | 88.8%-20.3pp | 84.6%-16.2pp | 83.2%-14.8pp |
| Annual return | -28.45% | 77.65%-106.1pp | 61.98%-90.4pp | 282.24%-310.7pp |
| Employer contribution / active EE | $1,346 | $6,252-78.5% | $5,565-75.8% | $4,866-72.3% |
| Participant deferral / active EE | $5,385 | $5,507-2.2% | $4,895+10.0% | $5,352+0.6% |
| Admin fee / account holder | $240 | $13,580-98.2% | $11,612-97.9% | $9,541-97.5% |