Filed May 2, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $112,734 | $29,733+279.2% | $56,025+101.2% | $80,959+39.2% |
| Participation rate | 53.8% | 41.7%+12.1pp | 52.5%+1.3pp | 67.7%-13.8pp |
| Annual return | 12.89% | 35.28%-22.4pp | 1712.69%-1699.8pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,221 | $672+379.4% | $1,042+209.2% | $2,757+16.8% |
| Participant deferral / active EE | $6,121 | $1,229+397.9% | $1,955+213.2% | $4,300+42.3% |
| Admin fee / account holder | $7,937 | $2,434+226.1% | $2,828+180.6% | $6,925+14.6% |