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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,424 | $76,407-52.3% | $150,298-75.8% | $82,448-55.8% |
| Participation rate | 85.9% | 66.4%+19.5pp | 77.8%+8.1pp | 68.1%+17.8pp |
| Annual return | 15.79% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,873 | $2,614-28.3% | $4,154-54.9% | $2,551-26.6% |
| Participant deferral / active EE | $3,059 | $3,214-4.8% | $5,453-43.9% | $4,139-26.1% |
| Admin fee / account holder | $4,099 | $6,352-35.5% | $14,116-71.0% | $7,234-43.3% |