Filed November 30, 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 | $61,725 | $102,393-39.7% | $147,041-58.0% | $80,911-23.7% |
| Participation rate | 71.0% | 75.9%-4.9pp | 82.2%-11.2pp | 67.6%+3.3pp |
| Annual return | 15.69% | 134.95%-119.3pp | 419.21%-403.5pp | 35.63%-19.9pp |
| Employer contribution / active EE | $3,650 | $3,715-1.8% | $4,935-26.0% | $2,756+32.4% |
| Participant deferral / active EE | $7,701 | $6,647+15.9% | $8,071-4.6% | $4,297+79.2% |
| Admin fee / account holder | $21,832 | $7,943+174.8% | $13,006+67.9% | $6,935+214.8% |