Filed August 15, 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 | $44,927 | $77,492-42.0% | $100,398-55.3% | $80,911-44.5% |
| Participation rate | 93.5% | 76.9%+16.6pp | 81.5%+12.0pp | 67.6%+25.9pp |
| Annual return | 14.72% | 37.23%-22.5pp | 49.32%-34.6pp | 35.63%-20.9pp |
| Employer contribution / active EE | $2,114 | $2,800-24.5% | $3,946-46.4% | $2,756-23.3% |
| Participant deferral / active EE | $8,649 | $6,817+26.9% | $8,084+7.0% | $4,297+101.3% |
| Admin fee / account holder | $1,753 | $5,892-70.3% | $7,893-77.8% | $6,935-74.7% |