Filed December 12, 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 | $43,433 | $143,969-69.8% | $199,883-78.3% | $82,637-47.4% |
| Participation rate | 84.3% | 84.1%+0.2pp | 86.8%-2.5pp | 68.1%+16.3pp |
| Annual return | 20.43% | 25.67%-5.2pp | 43.81%-23.4pp | 53.51%-33.1pp |
| Employer contribution / active EE | $2,289 | $4,632-50.6% | $6,261-63.4% | $2,552-10.3% |
| Participant deferral / active EE | $4,096 | $6,937-41.0% | $9,138-55.2% | $4,126-0.7% |
| Admin fee / account holder | $2,150 | $14,597-85.3% | $17,268-87.6% | $7,339-70.7% |