Filed January 7, 2022 (most recent of 3 filings on file)
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 | $75,820 | $51,638+46.8% | $68,368+10.9% | $82,448-8.0% |
| Participation rate | 87.9% | 63.6%+24.3pp | 73.8%+14.1pp | 68.1%+19.8pp |
| Annual return | 16.13% | 37.53%-21.4pp | 292.57%-276.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $4,270 | $2,047+108.7% | $2,649+61.2% | $2,551+67.4% |
| Participant deferral / active EE | $8,278 | $2,914+184.1% | $4,123+100.8% | $4,139+100.0% |
| Admin fee / account holder | $13,322 | $4,643+186.9% | $5,150+158.7% | $7,234+84.1% |