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.
Employer 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.)
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 | $68,479 | $50,554+35.5% | $67,681+1.2% | $87,485-21.7% |
| Participation rate | 82.3% | 67.7%+14.6pp | 73.7%+8.5pp | 68.9%+13.3pp |
| Annual return | 17.04% | 17.81%-0.8pp | 590.58%-573.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,872 | $2,961+30.7% | $3,976-2.6% | $4,274-9.4% |
| Admin fee / account holder | $2,161 | $4,132-47.7% | $6,100-64.6% | $7,775-72.2% |