Filed May 8, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $150,774 | $95,959+57.1% | $97,411+54.8% | $138,895+8.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 14.55% | 29.30%-14.7pp | 34.72%-20.2pp | 145.39%-130.8pp |
| Employer contribution / active EE | $19,344 | $4,278+352.1% | $4,210+359.5% | $4,194+361.2% |
| Participant deferral / active EE | $23,717 | $5,876+303.6% | $5,886+303.0% | $6,396+270.8% |
| Admin fee / account holder | $29,140 | $7,555+285.7% | $7,145+307.9% | $12,562+132.0% |