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 | $36,310 | $78,690-53.9% | $161,489-77.5% | $87,485-58.5% |
| Participation rate | 96.5% | 67.5%+29.0pp | 78.7%+17.8pp | 68.9%+27.6pp |
| Annual return | 38.31% | 32.74%+5.6pp | 89.72%-51.4pp | 26.06%+12.2pp |
| Employer contribution / active EE | $1,358 | $2,588-47.5% | $4,268-68.2% | $2,596-47.7% |
| Participant deferral / active EE | $4,595 | $3,311+38.8% | $5,630-18.4% | $4,274+7.5% |
| Admin fee / account holder | $704 | $6,724-89.5% | $16,006-95.6% | $7,775-90.9% |