Filed January 4, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,050 | $138,078-67.4% | $125,363-64.1% | $134,509-66.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.35% | 750.49%-770.8pp | 572.15%-592.5pp | 418.13%-438.5pp |
| Employer contribution / active EE | $1,846 | $5,245-64.8% | $4,815-61.7% | $4,741-61.1% |
| Participant deferral / active EE | $6,147 | $7,800-21.2% | $7,447-17.5% | $6,400-4.0% |
| Admin fee / account holder | $555 | $11,566-95.2% | $10,005-94.5% | $11,427-95.1% |