Filed April 18, 2022
Sign up free to preview peer percentile detail
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,132 | $56,134+140.7% | $96,192+40.5% | $85,851+57.4% |
| Participation rate | 77.4% | 56.7%+20.6pp | 68.4%+8.9pp | 69.3%+8.0pp |
| Annual return | 0.00% | 42.30%-42.3pp | 192.09%-192.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $9,434 | $1,620+482.3% | $2,799+237.0% | $2,565+267.7% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,351-100.0% | $3,952-100.0% |
| Admin fee / account holder | $168 | $3,769-95.5% | $5,539-97.0% | $6,261-97.3% |