Filed May 2, 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.
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 | $117,661 | $58,627+100.7% | $76,735+53.3% | $82,448+42.7% |
| Participation rate | 83.3% | 63.2%+20.1pp | 69.5%+13.8pp | 68.1%+15.3pp |
| Annual return | 20.76% | 39.10%-18.3pp | 29.77%-9.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $7,244 | $1,729+318.9% | $2,454+195.2% | $2,551+184.0% |
| Participant deferral / active EE | $12,022 | $3,134+283.7% | $4,088+194.1% | $4,139+190.4% |
| Admin fee / account holder | $11,370 | $5,323+113.6% | $7,189+58.2% | $7,234+57.2% |