Filed March 27, 2023
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,886 | $57,976-64.0% | $63,005-66.8% | $62,293-66.5% |
| Participation rate | 74.5% | 75.9%-1.4pp | 74.8%-0.3pp | 69.5%+5.0pp |
| Annual return | 9.83% | 17.54%-7.7pp | 87.59%-77.8pp | 28.90%-19.1pp |
| Employer contribution / active EE | $1,160 | $2,415-52.0% | $2,760-58.0% | $2,042-43.2% |
| Participant deferral / active EE | $1,484 | $2,956-49.8% | $3,329-55.4% | $3,169-53.2% |
| Admin fee / account holder | $170 | $276-38.4% | $3,599-95.3% | $479-64.6% |