Filed February 27, 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 | $82,465 | $98,776-16.5% | $149,745-44.9% | $79,856+3.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.32% | 27.38%-10.1pp | 276.72%-259.4pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,129 | $3,217-33.8% | $4,646-54.2% | $2,471-13.8% |
| Participant deferral / active EE | $4,993 | $5,681-12.1% | $6,843-27.0% | $3,741+33.5% |
| Admin fee / account holder | $456 | $6,053-92.5% | $9,312-95.1% | $5,306-91.4% |