Filed April 18, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,931 | $104,924+19.1% | $84,623+47.6% | $152,885-18.3% |
| Participation rate | 63.6% | 74.8%-11.2pp | 68.2%-4.6pp | 82.5%-18.8pp |
| Annual return | 28.08% | 373.82%-345.7pp | 258.77%-230.7pp | 345.39%-317.3pp |
| Employer contribution / active EE | $2,535 | $3,302-23.2% | $2,652-4.4% | $4,763-46.8% |
| Participant deferral / active EE | $5,887 | $4,689+25.6% | $3,899+51.0% | $5,851+0.6% |
| Admin fee / account holder | $1,858 | $6,242-70.2% | $4,913-62.2% | $11,598-84.0% |