Filed December 28, 2016
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 | $194,655 | $98,240+98.1% | $82,313+136.5% | $147,585+31.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.16% | 30.85%-11.7pp | 25.88%-6.7pp | 578.58%-559.4pp |
| Employer contribution / active EE | $12,681 | $3,192+297.3% | $2,428+422.2% | $4,876+160.0% |
| Participant deferral / active EE | $5,612 | $4,383+28.0% | $3,706+51.4% | $5,439+3.2% |
| Admin fee / account holder | $1,850 | $8,563-78.4% | $5,608-67.0% | $10,886-83.0% |