Filed February 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 | $68,049 | $84,518-19.5% | $67,704+0.5% | $125,389-45.7% |
| Participation rate | 75.0% | 74.8%+0.2pp | 67.5%+7.5pp | 83.2%-8.2pp |
| Annual return | -1.49% | 2.57%-4.1pp | 25.41%-26.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,877 | $3,292-43.0% | $2,559-26.7% | $4,866-61.4% |
| Participant deferral / active EE | $4,716 | $4,430+6.5% | $3,585+31.5% | $5,352-11.9% |
| Admin fee / account holder | $543 | $5,340-89.8% | $4,255-87.2% | $9,541-94.3% |