Filed October 26, 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 | $61,977 | $148,582-58.3% | $135,942-54.4% | $139,456-55.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.84% | 79.26%-58.4pp | 68.28%-47.4pp | 373.45%-352.6pp |
| Employer contribution / active EE | $1,325 | $5,245-74.7% | $4,858-72.7% | $4,753-72.1% |
| Participant deferral / active EE | $3,879 | $8,101-52.1% | $7,759-50.0% | $6,711-42.2% |
| Admin fee / account holder | $420 | $12,402-96.6% | $10,764-96.1% | $11,407-96.3% |