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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,726 | $86,940-80.8% | $102,434-83.7% | $80,935-79.3% |
| Participation rate | 87.3% | 72.4%+14.9pp | 76.5%+10.8pp | 67.7%+19.7pp |
| Annual return | 10.72% | 18.89%-8.2pp | 29.46%-18.7pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,522 | $2,370-35.8% | $3,023-49.7% | $2,757-44.8% |
| Participant deferral / active EE | $1,101 | $4,121-73.3% | $5,055-78.2% | $4,299-74.4% |
| Admin fee / account holder | $346 | $8,047-95.7% | $9,462-96.3% | $6,924-95.0% |