Filed June 21, 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 | $127,306 | $88,672+43.6% | $105,223+21.0% | $82,448+54.4% |
| Participation rate | 81.3% | 67.9%+13.3pp | 75.0%+6.2pp | 68.1%+13.2pp |
| Annual return | 16.18% | 30.86%-14.7pp | 180.65%-164.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $4,360 | $3,048+43.0% | $3,689+18.2% | $2,551+70.9% |
| Participant deferral / active EE | $9,420 | $4,036+133.4% | $5,072+85.7% | $4,139+127.6% |
| Admin fee / account holder | $16,972 | $7,146+137.5% | $8,859+91.6% | $7,234+134.6% |