Filed August 14, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $99,002 | $88,702+11.6% | $81,780+21.1% | $145,978-32.2% |
| Participation rate | 87.0% | 75.0%+11.9pp | 72.4%+14.6pp | 80.3%+6.7pp |
| Annual return | 14.69% | 1029.12%-1014.4pp | 776.27%-761.6pp | 550.52%-535.8pp |
| Employer contribution / active EE | $6,271 | $3,084+103.3% | $2,914+115.2% | $4,662+34.5% |
| Participant deferral / active EE | $8,772 | $4,645+88.8% | $4,321+103.0% | $6,690+31.1% |
| Admin fee / account holder | $14,679 | $8,414+74.5% | $7,384+98.8% | $13,400+9.5% |