Filed June 1, 2021
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 | $190,033 | $144,130+31.8% | $117,861+61.2% | $147,586+28.8% |
| Participation rate | 78.3% | 83.4%-5.2pp | 79.7%-1.4pp | 82.8%-4.6pp |
| Annual return | 28.45% | 531.20%-502.7pp | 335.11%-306.7pp | 578.59%-550.1pp |
| Employer contribution / active EE | $4,096 | $4,897-16.4% | $3,786+8.2% | $4,876-16.0% |
| Participant deferral / active EE | $6,954 | $5,316+30.8% | $4,482+55.1% | $5,439+27.9% |
| Admin fee / account holder | $28,949 | $10,887+165.9% | $8,021+260.9% | $10,886+165.9% |