Filed August 24, 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 | $28,757 | $65,364-56.0% | $92,909-69.0% | $72,975-60.6% |
| Participation rate | 75.6% | 68.3%+7.3pp | 76.0%-0.4pp | 69.5%+6.1pp |
| Annual return | 84.81% | 42.11%+42.7pp | 109.44%-24.6pp | 81.01%+3.8pp |
| Employer contribution / active EE | $2,676 | $2,594+3.2% | $3,653-26.7% | $2,440+9.7% |
| Participant deferral / active EE | $3,401 | $3,128+8.7% | $4,238-19.7% | $3,608-5.7% |
| Admin fee / account holder | $1,140 | $4,251-73.2% | $5,795-80.3% | $5,124-77.8% |