Filed November 3, 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 | $25,090 | $91,179-72.5% | $178,499-85.9% | $79,852-68.6% |
| Participation rate | 71.1% | 69.2%+1.8pp | 81.9%-10.9pp | 69.6%+1.4pp |
| Annual return | 13.55% | 24.19%-10.6pp | 151.10%-137.6pp | 31.72%-18.2pp |
| Employer contribution / active EE | $1,725 | $3,256-47.0% | $5,011-65.6% | $2,471-30.2% |
| Participant deferral / active EE | $3,348 | $3,236+3.5% | $5,202-35.6% | $3,740-10.5% |
| Admin fee / account holder | $995 | $6,749-85.3% | $13,986-92.9% | $5,306-81.2% |