Filed October 3, 2024
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 | $194,890 | $99,994+94.9% | $146,643+32.9% | $85,847+127.0% |
| Participation rate | 91.3% | 73.1%+18.2pp | 80.1%+11.2pp | 69.3%+22.0pp |
| Annual return | 17.94% | 18.93%-1.0pp | 22.75%-4.8pp | 318.61%-300.7pp |
| Employer contribution / active EE | $8,608 | $2,559+236.4% | $4,137+108.1% | $2,565+235.6% |
| Participant deferral / active EE | $9,459 | $4,006+136.1% | $5,506+71.8% | $3,952+139.3% |
| Admin fee / account holder | $11,754 | $7,703+52.6% | $10,280+14.3% | $6,261+87.7% |