Filed October 21, 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 | $31,003 | $78,670-60.6% | $109,173-71.6% | $85,847-63.9% |
| Participation rate | 72.5% | 68.3%+4.2pp | 75.9%-3.4pp | 69.3%+3.2pp |
| Annual return | 16.20% | 25.09%-8.9pp | 25.75%-9.6pp | 318.61%-302.4pp |
| Employer contribution / active EE | $4,094 | $2,734+49.8% | $3,723+10.0% | $2,565+59.6% |
| Participant deferral / active EE | $3,840 | $3,467+10.7% | $4,654-17.5% | $3,952-2.8% |
| Admin fee / account holder | $1,277 | $5,469-76.7% | $6,755-81.1% | $6,261-79.6% |