Filed August 27, 2020
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 | $97,310 | $114,712-15.2% | $173,730-44.0% | $87,485+11.2% |
| Participation rate | 81.5% | 73.0%+8.5pp | 79.6%+1.9pp | 68.9%+12.5pp |
| Annual return | 18.96% | 20.18%-1.2pp | 19.96%-1.0pp | 26.06%-7.1pp |
| Employer contribution / active EE | $7,150 | $2,904+146.2% | $4,577+56.2% | $2,596+175.4% |
| Participant deferral / active EE | $9,855 | $4,642+112.3% | $6,326+55.8% | $4,274+130.6% |
| Admin fee / account holder | $4,494 | $10,210-56.0% | $17,523-74.4% | $7,775-42.2% |