Filed February 26, 2020
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 | $63,254 | $63,346-0.1% | $92,240-31.4% | $70,126-9.8% |
| Participation rate | 71.0% | 68.7%+2.3pp | 76.5%-5.5pp | 69.5%+1.4pp |
| Annual return | 16.95% | 530.19%-513.2pp | 176.29%-159.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $2,925 | $2,471+18.4% | $3,680-20.5% | $2,343+24.9% |
| Participant deferral / active EE | $6,070 | $2,854+112.7% | $3,897+55.8% | $3,332+82.2% |
| Admin fee / account holder | $3,471 | $3,841-9.6% | $5,194-33.2% | $4,645-25.3% |