Filed December 1, 2017
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 | $126,455 | $114,712+10.2% | $173,730-27.2% | $87,485+44.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 19.74% | 20.18%-0.4pp | 19.96%-0.2pp | 26.06%-6.3pp |
| Employer contribution / active EE | $2,487 | $2,904-14.4% | $4,577-45.7% | $2,596-4.2% |
| Participant deferral / active EE | $5,327 | $4,642+14.8% | $6,326-15.8% | $4,274+24.7% |
| Admin fee / account holder | $6,235 | $10,210-38.9% | $17,523-64.4% | $7,775-19.8% |