Filed December 15, 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 | $58,949 | $85,790-31.3% | $67,313-12.4% | $135,382-56.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.27% | -0.54%-3.7pp | -4.08%-0.2pp | 519.77%-524.0pp |
| Employer contribution / active EE | $2,677 | $3,487-23.2% | $2,566+4.3% | $4,779-44.0% |
| Participant deferral / active EE | $5,088 | $4,651+9.4% | $3,568+42.6% | $5,609-9.3% |
| Admin fee / account holder | $1,169 | $6,392-81.7% | $4,507-74.1% | $10,829-89.2% |