Filed August 31, 2022
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 | $132,891 | $115,810+14.7% | $101,271+31.2% | $158,966-16.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.57% | 56.15%-38.6pp | 46.48%-28.9pp | 302.95%-285.4pp |
| Employer contribution / active EE | $5,919 | $4,175+41.8% | $3,660+61.7% | $4,762+24.3% |
| Participant deferral / active EE | $11,073 | $4,958+123.3% | $4,371+153.4% | $5,983+85.1% |
| Admin fee / account holder | $2,027 | $7,248-72.0% | $5,948-65.9% | $11,250-82.0% |