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 | $80,838 | $93,598-13.6% | $135,974-40.5% | $75,173+7.5% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.7pp | 67.2%+24.5pp |
| Annual return | 18.86% | 30.89%-12.0pp | 68.30%-49.4pp | 160.72%-141.9pp |
| Employer contribution / active EE | $2,182 | $3,538-38.3% | $4,859-55.1% | $2,671-18.3% |
| Participant deferral / active EE | $5,598 | $6,405-12.6% | $7,760-27.9% | $4,126+35.7% |
| Admin fee / account holder | $4,952 | $6,978-29.0% | $10,767-54.0% | $5,651-12.4% |