Filed October 15, 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 | $119,392 | $209,428-43.0% | $178,498-33.1% | $158,950-24.9% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 23.38% | 188.78%-165.4pp | 151.09%-127.7pp | 302.91%-279.5pp |
| Employer contribution / active EE | $1,216 | $5,707-78.7% | $5,011-75.7% | $4,762-74.5% |
| Participant deferral / active EE | $7,531 | $5,955+26.5% | $5,202+44.8% | $5,983+25.9% |
| Admin fee / account holder | $325 | $17,077-98.1% | $13,985-97.7% | $11,248-97.1% |