Filed January 20, 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 | $37,502 | $60,128-37.6% | $90,440-58.5% | $79,852-53.0% |
| Participation rate | 81.6% | 65.0%+16.6pp | 72.7%+8.9pp | 69.6%+11.9pp |
| Annual return | 14.71% | 71.95%-57.2pp | 1294.38%-1279.7pp | 31.72%-17.0pp |
| Employer contribution / active EE | $502 | $2,068-75.7% | $3,263-84.6% | $2,471-79.7% |
| Participant deferral / active EE | $3,467 | $2,939+18.0% | $3,964-12.5% | $3,740-7.3% |
| Admin fee / account holder | $1,464 | $3,977-63.2% | $5,615-73.9% | $5,306-72.4% |