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 | $141,595 | $109,372+29.5% | $89,414+58.4% | $158,966-10.9% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.2pp | 82.0%-12.7pp |
| Annual return | 19.53% | 345.55%-326.0pp | 245.50%-226.0pp | 302.95%-283.4pp |
| Employer contribution / active EE | $2,144 | $3,171-32.4% | $2,586-17.1% | $4,762-55.0% |
| Participant deferral / active EE | $5,351 | $4,598+16.4% | $3,890+37.6% | $5,983-10.6% |
| Admin fee / account holder | $2,118 | $6,156-65.6% | $4,883-56.6% | $11,250-81.2% |