Filed November 17, 2017
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,235 | $232,540-65.1% | $185,117-56.1% | $147,586-45.0% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 23.28% | 43.03%-19.8pp | 40.50%-17.2pp | 578.59%-555.3pp |
| Employer contribution / active EE | $6,223 | $5,195+19.8% | $4,182+48.8% | $4,876+27.6% |
| Participant deferral / active EE | $12,603 | $5,834+116.0% | $5,045+149.8% | $5,439+131.7% |
| Admin fee / account holder | $3,529 | $10,275-65.7% | $8,159-56.8% | $10,886-67.6% |