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 | $135,923 | $91,559+48.5% | $133,978+1.5% | $79,856+70.2% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.6%+17.9pp |
| Annual return | 14.61% | 61.85%-47.2pp | 45.10%-30.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $3,253 | $2,384+36.5% | $3,919-17.0% | $2,471+31.6% |
| Participant deferral / active EE | $4,022 | $3,734+7.7% | $5,047-20.3% | $3,741+7.5% |
| Admin fee / account holder | $629 | $6,321-90.0% | $8,930-93.0% | $5,306-88.1% |