Filed March 3, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,985 | $111,535-83.0% | $105,223-82.0% | $137,256-86.2% |
| Participation rate | 60.9% | 78.1%-17.2pp | 75.0%-14.2pp | 80.0%-19.1pp |
| Annual return | 15.77% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,756 | $3,939-55.4% | $3,689-52.4% | $4,156-57.8% |
| Participant deferral / active EE | $2,820 | $5,500-48.7% | $5,072-44.4% | $6,407-56.0% |
| Admin fee / account holder | $1,041 | $9,721-89.3% | $8,859-88.2% | $12,270-91.5% |