Filed September 30, 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.
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 | $81,628 | $89,370-8.7% | $141,197-42.2% | $72,976+11.9% |
| Participation rate | 71.0% | 75.1%-4.2pp | 82.5%-11.5pp | 69.5%+1.5pp |
| Annual return | 21.86% | 111.88%-90.0pp | 71.41%-49.5pp | 81.02%-59.2pp |
| Employer contribution / active EE | $1,744 | $3,115-44.0% | $4,736-63.2% | $2,440-28.5% |
| Participant deferral / active EE | $3,647 | $5,419-32.7% | $6,710-45.6% | $3,608+1.1% |
| Admin fee / account holder | $4,185 | $5,957-29.7% | $10,265-59.2% | $5,124-18.3% |