Filed November 20, 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 | $168,199 | $101,795+65.2% | $165,100+1.9% | $80,959+107.8% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.7%+12.3pp |
| Annual return | 12.93% | 16.73%-3.8pp | 70.21%-57.3pp | 35.67%-22.7pp |
| Employer contribution / active EE | $3,806 | $2,954+28.9% | $4,348-12.5% | $2,757+38.1% |
| Participant deferral / active EE | $4,956 | $4,476+10.7% | $6,035-17.9% | $4,300+15.3% |
| Admin fee / account holder | $43,256 | $8,221+426.2% | $12,696+240.7% | $6,925+524.6% |