Filed April 19, 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 | $70,839 | $162,529-56.4% | $130,788-45.8% | $154,746-54.2% |
| Participation rate | 76.9% | 75.9%+1.1pp | 70.1%+6.8pp | 80.7%-3.8pp |
| Annual return | 14.68% | 510.48%-495.8pp | 386.44%-371.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $4,058 | $4,447-8.8% | $3,558+14.0% | $4,379-7.3% |
| Participant deferral / active EE | $5,443 | $4,808+13.2% | $4,137+31.6% | $6,730-19.1% |
| Admin fee / account holder | $4,793 | $7,669-37.5% | $6,673-28.2% | $14,365-66.6% |