Filed April 26, 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 | $64,733 | $56,054+15.5% | $171,082-62.2% | $62,881+2.9% |
| Participation rate | 96.2% | 62.9%+33.3pp | 76.7%+19.5pp | 69.3%+26.8pp |
| Annual return | 30.51% | 22.52%+8.0pp | 32.56%-2.0pp | 20.14%+10.4pp |
| Employer contribution / active EE | $7,333 | $1,731+323.6% | $4,002+83.2% | $2,281+221.5% |
| Participant deferral / active EE | $4,062 | $3,158+28.6% | $4,797-15.3% | $3,203+26.8% |
| Admin fee / account holder | $8,467 | $3,647+132.2% | $8,520-0.6% | $4,296+97.1% |