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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,767 | $42,546-81.7% | $71,796-89.2% | $55,167-85.9% |
| Participation rate | 97.4% | 59.1%+38.3pp | 69.1%+28.3pp | 69.0%+28.4pp |
| Annual return | 4.28% | 12.36%-8.1pp | 78.04%-73.8pp | 169.23%-164.9pp |
| Employer contribution / active EE | $527 | $803-34.4% | $1,924-72.6% | $1,963-73.2% |
| Participant deferral / active EE | $1,697 | $2,064-17.8% | $2,794-39.3% | $3,054-44.4% |
| Admin fee / account holder | $604 | $650-7.0% | $4,815-87.5% | $504+19.9% |