Filed February 16, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,825 | $47,848-50.2% | $81,473-70.8% | $70,126-66.0% |
| Participation rate | 98.5% | 58.3%+40.2pp | 68.0%+30.5pp | 69.5%+28.9pp |
| Annual return | 17.83% | 27.25%-9.4pp | 38.78%-21.0pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,072 | $1,527+35.7% | $2,568-19.3% | $2,343-11.5% |
| Participant deferral / active EE | $2,517 | $2,453+2.6% | $3,537-28.8% | $3,332-24.5% |
| Admin fee / account holder | $551 | $3,145-82.5% | $4,561-87.9% | $4,645-88.1% |