Filed February 9, 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 | $92,294 | $48,327+91.0% | $67,575+36.6% | $80,935+14.0% |
| Participation rate | 98.4% | 66.4%+32.0pp | 72.9%+25.5pp | 67.7%+30.8pp |
| Annual return | 13.62% | 18.31%-4.7pp | 3528.98%-3515.4pp | 35.66%-22.0pp |
| Employer contribution / active EE | $4,574 | $2,022+126.2% | $2,736+67.2% | $2,757+65.9% |
| Participant deferral / active EE | $7,482 | $2,927+155.6% | $4,003+86.9% | $4,299+74.0% |
| Admin fee / account holder | $9,850 | $3,692+166.8% | $3,993+146.7% | $6,924+42.3% |