Filed January 10, 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.
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 | $73,713 | $79,961-7.8% | $98,462-25.1% | $75,177-1.9% |
| Participation rate | 27.2% | 70.4%-43.2pp | 75.2%-48.0pp | 67.2%-40.0pp |
| Annual return | 13.49% | 19.75%-6.3pp | 21.17%-7.7pp | 160.75%-147.3pp |
| Employer contribution / active EE | $882 | $2,264-61.1% | $3,049-71.1% | $2,671-67.0% |
| Participant deferral / active EE | $1,882 | $3,753-49.9% | $4,738-60.3% | $4,126-54.4% |
| Admin fee / account holder | $25,931 | $6,842+279.0% | $8,875+192.2% | $5,651+358.8% |