Filed May 24, 2024
Sign up free to preview peer percentile detail
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 | $38,071 | $159,978-76.2% | $147,041-74.1% | $145,978-73.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.31% | 98.36%-83.1pp | 419.21%-403.9pp | 550.52%-535.2pp |
| Employer contribution / active EE | $7,110 | $5,288+34.5% | $4,935+44.1% | $4,662+52.5% |
| Participant deferral / active EE | $7,704 | $8,429-8.6% | $8,071-4.5% | $6,690+15.2% |
| Admin fee / account holder | $2,105 | $15,053-86.0% | $13,006-83.8% | $13,400-84.3% |