Filed August 27, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $126,396 | $162,136-22.0% | $152,301-17.0% | $154,746-18.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.47% | 91.02%-77.6pp | 80.50%-67.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $21,067 | $4,890+330.8% | $4,624+355.6% | $4,379+381.1% |
| Participant deferral / active EE | $19,987 | $8,341+139.6% | $8,004+149.7% | $6,730+197.0% |
| Admin fee / account holder | $26,996 | $15,759+71.3% | $14,398+87.5% | $14,365+87.9% |