Filed July 12, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,239 | $56,054-71.0% | $171,082-90.5% | $62,881-74.2% |
| Participation rate | 97.2% | 62.9%+34.3pp | 76.7%+20.5pp | 69.3%+27.9pp |
| Annual return | 11.16% | 22.52%-11.4pp | 32.56%-21.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,943 | $1,731+12.2% | $4,002-51.4% | $2,281-14.8% |
| Participant deferral / active EE | $3,862 | $3,158+22.3% | $4,797-19.5% | $3,203+20.6% |
| Admin fee / account holder | $95 | $3,647-97.4% | $8,520-98.9% | $4,296-97.8% |