Filed August 24, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,999 | $88,815-76.4% | $81,882-74.4% | $145,897-85.6% |
| Participation rate | 29.2% | 75.1%-45.9pp | 72.4%-43.2pp | 80.3%-51.1pp |
| Annual return | 100.75% | 1033.75%-933.0pp | 779.47%-678.7pp | 552.29%-451.5pp |
| Employer contribution / active EE | $1,574 | $3,086-49.0% | $2,916-46.0% | $4,663-66.2% |
| Participant deferral / active EE | $2,013 | $4,647-56.7% | $4,323-53.4% | $6,689-69.9% |
| Admin fee / account holder | $9,723 | $8,434+15.3% | $7,360+32.1% | $13,390-27.4% |