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 | $35,628 | $78,428-54.6% | $95,960-62.9% | $79,852-55.4% |
| Participation rate | 77.3% | 73.5%+3.8pp | 77.1%+0.2pp | 69.6%+7.6pp |
| Annual return | 12.77% | 19.37%-6.6pp | 91.63%-78.9pp | 31.72%-19.0pp |
| Employer contribution / active EE | $197 | $1,945-89.9% | $2,541-92.2% | $2,471-92.0% |
| Participant deferral / active EE | $2,307 | $3,440-32.9% | $4,167-44.6% | $3,740-38.3% |
| Admin fee / account holder | $818 | $5,622-85.5% | $6,797-88.0% | $5,306-84.6% |