Filed May 10, 2023
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 | $60,232 | $125,797-52.1% | $170,043-64.6% | $75,173-19.9% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.0%+6.3pp | 67.2%+26.1pp |
| Annual return | 23.14% | 27.20%-4.1pp | 53.40%-30.3pp | 160.72%-137.6pp |
| Employer contribution / active EE | $3,800 | $4,616-17.7% | $6,790-44.0% | $2,671+42.3% |
| Participant deferral / active EE | $8,262 | $6,838+20.8% | $10,410-20.6% | $4,126+100.2% |
| Admin fee / account holder | $7,447 | $8,177-8.9% | $12,824-41.9% | $5,651+31.8% |