Filed January 27, 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 | $61,736 | $98,776-37.5% | $149,745-58.8% | $79,856-22.7% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.3pp |
| Annual return | 22.23% | 27.38%-5.1pp | 276.72%-254.5pp | 31.71%-9.5pp |
| Employer contribution / active EE | $3,272 | $3,217+1.7% | $4,646-29.6% | $2,471+32.4% |
| Participant deferral / active EE | $7,708 | $5,681+35.7% | $6,843+12.6% | $3,741+106.1% |
| Admin fee / account holder | $1,174 | $6,053-80.6% | $9,312-87.4% | $5,306-77.9% |