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 | $44,103 | $102,422-56.9% | $147,117-70.0% | $80,959-45.5% |
| Participation rate | 98.5% | 75.9%+22.7pp | 82.2%+16.3pp | 67.7%+30.9pp |
| Annual return | 17.98% | 135.16%-117.2pp | 420.54%-402.6pp | 35.67%-17.7pp |
| Employer contribution / active EE | $5,343 | $3,717+43.7% | $4,932+8.3% | $2,757+93.8% |
| Participant deferral / active EE | $7,894 | $6,652+18.7% | $8,065-2.1% | $4,300+83.6% |
| Admin fee / account holder | $1,239 | $7,953-84.4% | $12,993-90.5% | $6,925-82.1% |