Filed January 24, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $88,123 | $65,423+34.7% | $98,477-10.5% | $85,856+2.6% |
| Participation rate | 98.2% | 65.0%+33.2pp | 73.3%+24.8pp | 69.3%+28.9pp |
| Annual return | 55.22% | 21.76%+33.5pp | 1493.59%-1438.4pp | 318.58%-263.4pp |
| Employer contribution / active EE | $18,464 | $2,168+751.6% | $2,961+523.6% | $2,565+619.8% |
| Participant deferral / active EE | $12,736 | $3,167+302.1% | $4,276+197.8% | $3,952+222.3% |
| Admin fee / account holder | $1,289 | $4,594-71.9% | $5,951-78.3% | $6,261-79.4% |