Filed January 16, 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 | $181,005 | $65,395+176.8% | $182,531-0.8% | $72,983+148.0% |
| Participation rate | 82.4% | 65.4%+16.9pp | 78.0%+4.4pp | 69.5%+12.9pp |
| Annual return | 23.47% | 27.68%-4.2pp | 148.57%-125.1pp | 81.01%-57.5pp |
| Employer contribution / active EE | $2,833 | $1,911+48.2% | $4,075-30.5% | $2,440+16.1% |
| Participant deferral / active EE | $8,711 | $3,563+144.5% | $5,525+57.7% | $3,608+141.5% |
| Admin fee / account holder | $3,182 | $4,245-25.0% | $8,593-63.0% | $5,124-37.9% |