Filed March 30, 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.
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 | $81,332 | $106,749-23.8% | $145,433-44.1% | $82,448-1.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.10% | 27.59%-5.5pp | 66.58%-44.5pp | 41.64%-19.5pp |
| Employer contribution / active EE | $2,655 | $3,444-22.9% | $4,554-41.7% | $2,551+4.1% |
| Participant deferral / active EE | $9,298 | $6,519+42.6% | $7,897+17.7% | $4,139+124.6% |
| Admin fee / account holder | $315 | $8,390-96.3% | $13,129-97.6% | $7,234-95.7% |