Filed February 22, 2022
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.
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 | $359,448 | $198,457+81.1% | $170,435+110.9% | $147,586+143.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.97% | 257.30%-242.3pp | 205.94%-191.0pp | 578.59%-563.6pp |
| Employer contribution / active EE | $8,634 | $6,183+39.6% | $5,432+58.9% | $4,876+77.1% |
| Participant deferral / active EE | $4,586 | $5,629-18.5% | $4,939-7.2% | $5,439-15.7% |
| Admin fee / account holder | $242 | $16,852-98.6% | $13,881-98.3% | $10,886-97.8% |