Filed July 7, 2021 (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 | $245,223 | $175,259+39.9% | $149,723+63.8% | $139,487+75.8% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 14.03% | 166.82%-152.8pp | 134.50%-120.5pp | 373.84%-359.8pp |
| Employer contribution / active EE | $17,233 | $5,478+214.6% | $4,821+257.4% | $4,755+262.4% |
| Participant deferral / active EE | $12,117 | $6,522+85.8% | $5,682+113.2% | $6,713+80.5% |
| Admin fee / account holder | $78,983 | $16,158+388.8% | $13,215+497.7% | $11,407+592.4% |