Filed June 23, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,919 | $59,116+16.6% | $86,438-20.3% | $68,486+0.6% |
| Participation rate | 67.2% | 75.2%-8.0pp | 80.3%-13.1pp | 67.9%-0.7pp |
| Annual return | -15.20% | -0.23%-15.0pp | 4397.19%-4412.4pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,748 | $2,519-30.6% | $3,769-53.6% | $2,597-32.7% |
| Participant deferral / active EE | $3,730 | $5,902-36.8% | $6,952-46.4% | $4,028-7.4% |
| Admin fee / account holder | $6,864 | $5,639+21.7% | $6,733+1.9% | $5,404+27.0% |