Filed September 18, 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 | $87,584 | $226,105-61.3% | $182,540-52.0% | $152,897-42.7% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.0%+16.1pp | 82.5%+11.7pp |
| Annual return | 19.16% | 192.58%-173.4pp | 148.58%-129.4pp | 345.43%-326.3pp |
| Employer contribution / active EE | $932 | $4,978-81.3% | $4,076-77.1% | $4,764-80.4% |
| Participant deferral / active EE | $6,056 | $6,370-4.9% | $5,525+9.6% | $5,851+3.5% |
| Admin fee / account holder | $12,592 | $10,706+17.6% | $8,593+46.5% | $11,599+8.6% |