Filed April 25, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,474 | $100,139-91.5% | $85,187-90.1% | $145,884-94.2% |
| Participation rate | 86.4% | 74.1%+12.3pp | 67.5%+18.8pp | 80.3%+6.1pp |
| Annual return | 11.89% | 84.15%-72.3pp | 66.67%-54.8pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,411 | $3,238-56.4% | $2,732-48.4% | $4,662-69.7% |
| Participant deferral / active EE | $2,396 | $5,296-54.8% | $4,525-47.1% | $6,690-64.2% |
| Admin fee / account holder | $1,171 | $7,262-83.9% | $6,162-81.0% | $13,392-91.3% |