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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,715 | $76,407-80.7% | $150,298-90.2% | $82,448-82.2% |
| Participation rate | 88.2% | 66.4%+21.8pp | 77.8%+10.5pp | 68.1%+20.2pp |
| Annual return | 7.47% | 39.99%-32.5pp | 62.79%-55.3pp | 41.64%-34.2pp |
| Employer contribution / active EE | $1,471 | $2,614-43.7% | $4,154-64.6% | $2,551-42.4% |
| Participant deferral / active EE | $508 | $3,214-84.2% | $5,453-90.7% | $4,139-87.7% |
| Admin fee / account holder | $430 | $6,352-93.2% | $14,116-97.0% | $7,234-94.1% |