Filed December 18, 2019
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $505,846 | $70,366+618.9% | $66,674+658.7% | $138,895+264.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 16.27% | 386.41%-370.1pp | 321.24%-305.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $29,000 | $2,765+948.8% | $2,620+1006.8% | $4,194+591.4% |
| Participant deferral / active EE | $2,086 | $4,374-52.3% | $4,084-48.9% | $6,396-67.4% |
| Admin fee / account holder | $2,533 | $5,262-51.9% | $5,098-50.3% | $12,562-79.8% |