Filed July 1, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,140 | $65,434-72.3% | $98,483-81.6% | $85,847-78.9% |
| Participation rate | 43.2% | 65.0%-21.8pp | 73.3%-30.1pp | 69.3%-26.1pp |
| Annual return | 173.45% | 21.75%+151.7pp | 1494.38%-1320.9pp | 318.61%-145.2pp |
| Employer contribution / active EE | $1,888 | $2,169-12.9% | $2,961-36.2% | $2,565-26.4% |
| Participant deferral / active EE | $1,970 | $3,168-37.8% | $4,276-53.9% | $3,952-50.1% |
| Admin fee / account holder | $313 | $4,595-93.2% | $5,953-94.7% | $6,261-95.0% |