Filed October 22, 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 | $71,647 | $78,690-9.0% | $161,489-55.6% | $87,485-18.1% |
| Participation rate | 93.0% | 67.5%+25.6pp | 78.7%+14.3pp | 68.9%+24.1pp |
| Annual return | 16.18% | 32.74%-16.6pp | 89.72%-73.5pp | 26.06%-9.9pp |
| Employer contribution / active EE | $4,479 | $2,588+73.0% | $4,268+4.9% | $2,596+72.5% |
| Participant deferral / active EE | $8,809 | $3,311+166.1% | $5,630+56.5% | $4,274+106.1% |
| Admin fee / account holder | $7,920 | $6,724+17.8% | $16,006-50.5% | $7,775+1.9% |