Filed June 18, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,301 | $56,197-51.4% | $67,652-59.6% | $59,633-54.2% |
| Participation rate | 77.8% | 71.5%+6.3pp | 75.7%+2.1pp | 68.7%+9.1pp |
| Annual return | 0.93% | 18508.10%-18507.2pp | 6625.40%-6624.5pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $213 | $1,615-86.8% | $2,266-90.6% | $2,203-90.3% |
| Participant deferral / active EE | $2,257 | $2,844-20.6% | $3,560-36.6% | $3,192-29.3% |
| Admin fee / account holder | $750 | $3,958-81.0% | $4,821-84.4% | $4,297-82.5% |