Filed April 5, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,621 | $52,353-60.6% | $120,225-82.8% | $82,448-75.0% |
| Participation rate | 55.6% | 58.3%-2.8pp | 69.6%-14.0pp | 68.1%-12.5pp |
| Annual return | 46.37% | 61.85%-15.5pp | 439.23%-392.9pp | 41.64%+4.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,385 | $2,627+66.9% | $3,999+9.6% | $4,139+5.9% |
| Admin fee / account holder | $5,380 | $4,363+23.3% | $5,696-5.6% | $7,234-25.6% |