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 | $56,584 | $78,670-28.1% | $109,173-48.2% | $85,847-34.1% |
| Participation rate | 98.4% | 68.3%+30.1pp | 75.9%+22.5pp | 69.3%+29.1pp |
| Annual return | 14.21% | 25.09%-10.9pp | 25.75%-11.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $5,305 | $2,734+94.0% | $3,723+42.5% | $2,565+106.8% |
| Participant deferral / active EE | $4,140 | $3,467+19.4% | $4,654-11.0% | $3,952+4.7% |
| Admin fee / account holder | $3,745 | $5,469-31.5% | $6,755-44.6% | $6,261-40.2% |