Filed December 13, 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 | $37,226 | $99,053-62.4% | $88,179-57.8% | $138,895-73.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 10.74% | 78.17%-67.4pp | 64.97%-54.2pp | 145.39%-134.7pp |
| Employer contribution / active EE | $3,699 | $2,882+28.3% | $2,549+45.1% | $4,194-11.8% |
| Participant deferral / active EE | $9,674 | $5,225+85.1% | $4,614+109.7% | $6,396+51.2% |
| Admin fee / account holder | $9,051 | $8,748+3.5% | $7,673+18.0% | $12,562-28.0% |