Filed March 14, 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 | $111,415 | $106,267+4.8% | $96,520+15.4% | $139,456-20.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 39.57% | 38.45%+1.1pp | 35.72%+3.8pp | 373.45%-333.9pp |
| Employer contribution / active EE | $14,225 | $4,105+246.5% | $3,739+280.5% | $4,753+199.3% |
| Participant deferral / active EE | $13,887 | $5,454+154.6% | $4,879+184.6% | $6,711+106.9% |
| Admin fee / account holder | $667 | $7,882-91.5% | $6,733-90.1% | $11,407-94.2% |