Filed July 11, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $108,498 | $49,199+120.5% | $121,210-10.5% | $75,177+44.3% |
| Participation rate | 57.9% | 55.4%+2.5pp | 69.5%-11.7pp | 67.2%-9.3pp |
| Annual return | 14.29% | 56.04%-41.8pp | 987.41%-973.1pp | 160.75%-146.5pp |
| Employer contribution / active EE | $2,079 | $1,547+34.3% | $4,171-50.2% | $2,671-22.2% |
| Participant deferral / active EE | $5,078 | $2,630+93.1% | $4,084+24.4% | $4,126+23.1% |
| Admin fee / account holder | $639 | $3,946-83.8% | $5,647-88.7% | $5,651-88.7% |