Filed January 10, 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 | $69,220 | $57,590+20.2% | $86,233-19.7% | $82,448-16.0% |
| Participation rate | 94.7% | 57.9%+36.9pp | 69.0%+25.7pp | 68.1%+26.7pp |
| Annual return | 15.98% | 22.41%-6.4pp | 61.39%-45.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,963 | $1,655+79.0% | $2,504+18.3% | $2,551+16.1% |
| Participant deferral / active EE | $6,018 | $3,080+95.4% | $4,559+32.0% | $4,139+45.4% |
| Admin fee / account holder | $12,191 | $4,730+157.7% | $8,342+46.1% | $7,234+68.5% |