Filed November 14, 2019
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 | $102,169 | $77,896+31.2% | $134,172-23.9% | $82,448+23.9% |
| Participation rate | 89.0% | 62.8%+26.3pp | 72.5%+16.6pp | 68.1%+21.0pp |
| Annual return | 13.53% | 18.21%-4.7pp | 25.30%-11.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,878 | $2,159+33.3% | $3,420-15.8% | $2,551+12.8% |
| Participant deferral / active EE | $3,915 | $3,162+23.8% | $4,690-16.5% | $4,139-5.4% |
| Admin fee / account holder | $3,594 | $6,336-43.3% | $12,016-70.1% | $7,234-50.3% |