Filed February 18, 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.
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 | $89,445 | $160,040-44.1% | $147,096-39.2% | $145,877-38.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 22.46% | 98.49%-76.0pp | 419.75%-397.3pp | 551.28%-528.8pp |
| Employer contribution / active EE | $19,149 | $5,289+262.0% | $4,936+287.9% | $4,663+310.7% |
| Participant deferral / active EE | $8,413 | $8,429-0.2% | $8,071+4.2% | $6,691+25.7% |
| Admin fee / account holder | $1,580 | $15,050-89.5% | $13,005-87.8% | $13,402-88.2% |