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 | $79,894+27.9% | $135,792-24.8% | $82,637+23.6% |
| Participation rate | 89.0% | 63.0%+26.0pp | 72.6%+16.5pp | 68.1%+21.0pp |
| Annual return | 13.53% | 17.20%-3.7pp | 25.96%-12.4pp | 53.51%-40.0pp |
| Employer contribution / active EE | $2,878 | $2,165+32.9% | $3,496-17.7% | $2,552+12.8% |
| Participant deferral / active EE | $3,915 | $3,194+22.6% | $4,759-17.7% | $4,126-5.1% |
| Admin fee / account holder | $3,594 | $6,434-44.1% | $12,266-70.7% | $7,339-51.0% |