Filed October 7, 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 | $71,659 | $112,131-36.1% | $95,964-25.3% | $158,982-54.9% |
| Participation rate | 72.2% | 79.0%-6.8pp | 77.1%-4.9pp | 82.0%-9.7pp |
| Annual return | 10.89% | 171.19%-160.3pp | 91.64%-80.8pp | 302.99%-292.1pp |
| Employer contribution / active EE | $803 | $3,199-74.9% | $2,541-68.4% | $4,763-83.1% |
| Participant deferral / active EE | $2,268 | $4,784-52.6% | $4,167-45.6% | $5,983-62.1% |
| Admin fee / account holder | $2,699 | $10,136-73.4% | $6,797-60.3% | $11,252-76.0% |