Filed March 23, 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 | $54,624 | $89,367-38.9% | $141,191-61.3% | $72,975-25.1% |
| Participation rate | 73.5% | 75.1%-1.6pp | 82.5%-8.9pp | 69.5%+4.0pp |
| Annual return | 23.51% | 111.87%-88.4pp | 71.41%-47.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $1,007 | $3,115-67.7% | $4,736-78.7% | $2,440-58.7% |
| Participant deferral / active EE | $4,620 | $5,419-14.7% | $6,710-31.2% | $3,608+28.1% |
| Admin fee / account holder | $3,648 | $5,957-38.8% | $10,264-64.5% | $5,124-28.8% |