Filed June 19, 2018
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 | $91,154 | $99,875-8.7% | $146,866-37.9% | $86,983+4.8% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 17.15% | 28.10%-10.9pp | 102.85%-85.7pp | 25.83%-8.7pp |
| Employer contribution / active EE | $6,300 | $3,224+95.4% | $4,425+42.4% | $2,584+143.8% |
| Participant deferral / active EE | $15,639 | $6,322+147.4% | $7,759+101.6% | $4,194+272.9% |
| Admin fee / account holder | $21,342 | $7,838+172.3% | $13,620+56.7% | $7,856+171.7% |