Filed January 7, 2021
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 | $115,333 | $88,707+30.0% | $74,184+55.5% | $273,972-57.9% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 5.06% | 11.94%-6.9pp | 17.74%-12.7pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,937 | $4,212+17.2% | $3,550+39.1% | $5,287-6.6% |
| Admin fee / account holder | $2,403 | $8,717-72.4% | $5,586-57.0% | $10,133-76.3% |