Filed November 17, 2021
Total covered: 3 employees
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,601 | $165,361-59.7% | $149,715-55.5% | $158,950-58.1% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 17.90% | 348.24%-330.3pp | 276.66%-258.8pp | 302.91%-285.0pp |
| Employer contribution / active EE | $5,150 | $5,103+0.9% | $4,645+10.9% | $4,762+8.2% |
| Participant deferral / active EE | $8,850 | $7,182+23.2% | $6,842+29.3% | $5,983+47.9% |
| Admin fee / account holder | $3,646 | $10,808-66.3% | $9,310-60.8% | $11,248-67.6% |