Filed August 24, 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.
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 | $68,288 | $91,559-25.4% | $133,971-49.0% | $79,852-14.5% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.6%+28.6pp |
| Annual return | 17.07% | 61.85%-44.8pp | 45.09%-28.0pp | 31.72%-14.6pp |
| Employer contribution / active EE | $3,150 | $2,384+32.1% | $3,919-19.6% | $2,471+27.5% |
| Participant deferral / active EE | $9,221 | $3,734+147.0% | $5,047+82.7% | $3,740+146.5% |
| Admin fee / account holder | $5,084 | $6,321-19.6% | $8,929-43.1% | $5,306-4.2% |