Filed April 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 | $46,951 | $98,240-52.2% | $82,312-43.0% | $147,586-68.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.87% | 30.85%-15.0pp | 25.88%-10.0pp | 578.59%-562.7pp |
| Employer contribution / active EE | $5,421 | $3,192+69.8% | $2,428+123.2% | $4,876+11.2% |
| Participant deferral / active EE | $5,891 | $4,383+34.4% | $3,706+59.0% | $5,439+8.3% |
| Admin fee / account holder | $3,261 | $8,563-61.9% | $5,608-41.8% | $10,886-70.0% |