Filed May 10, 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 | $53,777 | $47,944+12.2% | $67,834-20.7% | $62,881-14.5% |
| Participation rate | 80.8% | 61.1%+19.7pp | 68.8%+12.0pp | 69.3%+11.5pp |
| Annual return | 10.42% | 11.77%-1.3pp | 138.47%-128.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,723 | $1,562+10.3% | $2,403-28.3% | $2,281-24.5% |
| Participant deferral / active EE | $3,054 | $2,247+36.0% | $3,160-3.3% | $3,203-4.6% |
| Admin fee / account holder | $2,887 | $3,712-22.2% | $4,622-37.5% | $4,296-32.8% |