Filed May 23, 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 | $99,585 | $81,331+22.4% | $155,534-36.0% | $80,935+23.0% |
| Participation rate | 86.2% | 66.3%+20.0pp | 78.2%+8.0pp | 67.7%+18.5pp |
| Annual return | 12.66% | 33.37%-20.7pp | 64.92%-52.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $3,646 | $3,105+17.4% | $4,675-22.0% | $2,757+32.3% |
| Participant deferral / active EE | $6,181 | $3,454+78.9% | $5,630+9.8% | $4,299+43.8% |
| Admin fee / account holder | $3,344 | $7,999-58.2% | $15,900-79.0% | $6,924-51.7% |