Filed October 21, 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 | $45,076 | $108,285-58.4% | $77,552-41.9% | $158,982-71.6% |
| Participation rate | 89.5% | 64.4%+25.0pp | 54.2%+35.3pp | 82.0%+7.5pp |
| Annual return | 34.96% | 31.69%+3.3pp | 54.82%-19.9pp | 302.99%-268.0pp |
| Employer contribution / active EE | $3,690 | $1,325+178.5% | $987+274.0% | $4,763-22.5% |
| Participant deferral / active EE | $2,612 | $2,455+6.4% | $1,861+40.3% | $5,983-56.4% |
| Admin fee / account holder | $2,041 | $3,709-45.0% | $2,859-28.6% | $11,252-81.9% |