Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $79,278 | $136,833-42.1% | $136,833-42.1% | $328,120-75.8% |
| Participation rate | 100.0% | 15.4%+84.6pp | 12.5%+87.5pp | 34.1%+65.9pp |
| Annual return | 2.80% | -4.47%+7.3pp | -1.97%+4.8pp | 13.02%-10.2pp |
| Employer contribution / active EE | $27,114 | $22,284+21.7% | $19,908+36.2% | $34,257-20.9% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $20 | $5,412-99.6% | $5,412-99.6% | $39,117-99.9% |