Filed January 6, 2025
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 | $21,691 | $88,815-75.6% | $81,882-73.5% | $145,897-85.1% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 12.96% | 1033.75%-1020.8pp | 779.47%-766.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,354 | $3,086-56.1% | $2,916-53.6% | $4,663-71.0% |
| Participant deferral / active EE | $4,746 | $4,647+2.1% | $4,323+9.8% | $6,689-29.0% |
| Admin fee / account holder | $5,232 | $8,434-38.0% | $7,360-28.9% | $13,390-60.9% |