Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,509 | $55,453-73.8% | $170,435-91.5% | $62,293-76.7% |
| Participation rate | 86.0% | 66.4%+19.7pp | 83.6%+2.4pp | 69.5%+16.5pp |
| Annual return | 15.23% | 21.38%-6.2pp | 205.94%-190.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $438 | $2,164-79.7% | $5,432-91.9% | $2,042-78.5% |
| Participant deferral / active EE | $887 | $2,303-61.5% | $4,939-82.0% | $3,169-72.0% |
| Admin fee / account holder | $348 | $455-23.5% | $13,881-97.5% | $479-27.4% |