Filed September 30, 2020
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,907 | $183,539+59.0% | $155,556+87.7% | $145,897+100.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.90% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $12,518 | $5,315+135.5% | $4,675+167.7% | $4,663+168.5% |
| Participant deferral / active EE | $10,054 | $6,467+55.5% | $5,631+78.6% | $6,689+50.3% |
| Admin fee / account holder | $414 | $19,275-97.9% | $15,885-97.4% | $13,390-96.9% |