Filed February 7, 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 | $174,263 | $115,911+50.3% | $100,530+73.3% | $158,950+9.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.05% | 34.80%-20.8pp | 30.89%-16.8pp | 302.91%-288.9pp |
| Employer contribution / active EE | $11,630 | $4,104+183.4% | $3,418+240.3% | $4,762+144.2% |
| Participant deferral / active EE | $16,377 | $6,676+145.3% | $6,271+161.2% | $5,983+173.7% |
| Admin fee / account holder | $349 | $10,999-96.8% | $8,083-95.7% | $11,248-96.9% |