Filed March 12, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,113 | $85,766-70.7% | $136,297-81.6% | $70,124-64.2% |
| Participation rate | 80.2% | 74.2%+6.1pp | 81.9%-1.7pp | 69.5%+10.7pp |
| Annual return | 29.64% | 31.45%-1.8pp | 5156.19%-5126.6pp | 73.14%-43.5pp |
| Employer contribution / active EE | $3,457 | $2,966+16.5% | $4,696-26.4% | $2,342+47.6% |
| Participant deferral / active EE | $4,935 | $5,051-2.3% | $6,247-21.0% | $3,332+48.1% |
| Admin fee / account holder | $1,153 | $5,420-78.7% | $9,244-87.5% | $4,645-75.2% |