Filed December 30, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,505 | $91,198-66.6% | $178,503-82.9% | $79,856-61.8% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 21.89% | 24.20%-2.3pp | 151.12%-129.2pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,538 | $3,257-52.8% | $5,011-69.3% | $2,471-37.8% |
| Participant deferral / active EE | $6,079 | $3,237+87.8% | $5,202+16.9% | $3,741+62.5% |
| Admin fee / account holder | $2,119 | $6,748-68.6% | $13,987-84.8% | $5,306-60.1% |