Filed October 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,254 | $109,359-33.0% | $162,177-54.8% | $72,975+0.4% |
| Participation rate | 97.1% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 21.30% | 25.46%-4.2pp | 115.60%-94.3pp | 81.01%-59.7pp |
| Employer contribution / active EE | $5 | $3,907-99.9% | $5,613-99.9% | $2,440-99.8% |
| Participant deferral / active EE | $4,885 | $5,481-10.9% | $7,297-33.1% | $3,608+35.4% |
| Admin fee / account holder | $8,368 | $7,972+5.0% | $10,843-22.8% | $5,124+63.3% |