Filed July 24, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $135,984 | $160,028-15.0% | $147,080-7.5% | $145,884-6.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 17.69% | 98.60%-80.9pp | 420.17%-402.5pp | 551.85%-534.2pp |
| Employer contribution / active EE | $3,680 | $5,286-30.4% | $4,933-25.4% | $4,662-21.1% |
| Participant deferral / active EE | $13,681 | $8,422+62.4% | $8,066+69.6% | $6,690+104.5% |
| Admin fee / account holder | $3,346 | $15,030-77.7% | $12,989-74.2% | $13,392-75.0% |