Filed October 30, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,672 | $52,884-38.2% | $84,753-61.5% | $55,167-40.8% |
| Participation rate | 54.6% | 67.5%-12.9pp | 76.6%-22.0pp | 69.0%-14.4pp |
| Annual return | 16.92% | 18.03%-1.1pp | 22.78%-5.9pp | 169.23%-152.3pp |
| Employer contribution / active EE | $1,220 | $2,233-45.4% | $3,574-65.9% | $1,963-37.9% |
| Participant deferral / active EE | $2,315 | $2,644-12.4% | $3,712-37.6% | $3,054-24.2% |
| Admin fee / account holder | $1,616 | $581+178.3% | $5,333-69.7% | $504+220.7% |