Filed September 17, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $63,739 | $84,953-25.0% | $163,379-61.0% | $82,637-22.9% |
| Participation rate | 70.0% | 65.9%+4.1pp | 76.8%-6.8pp | 68.1%+1.9pp |
| Annual return | 15.43% | 23.07%-7.6pp | 63.41%-48.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $2,345 | $2,183+7.4% | $3,752-37.5% | $2,552-8.1% |
| Participant deferral / active EE | $4,735 | $4,326+9.4% | $6,282-24.6% | $4,126+14.7% |
| Admin fee / account holder | $10,849 | $7,921+37.0% | $9,818+10.5% | $7,339+47.8% |