Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $79,737 | $55,457+43.8% | $77,361+3.1% | $94,015-15.2% |
| Participation rate | 97.7% | 69.8%+27.9pp | 75.0%+22.7pp | 70.8%+26.9pp |
| Annual return | 14.46% | 15.57%-1.1pp | 1011.54%-997.1pp | 17.84%-3.4pp |
| Employer contribution / active EE | $4,294 | $2,255+90.4% | $2,990+43.6% | $2,790+53.9% |
| Participant deferral / active EE | $4,859 | $3,069+58.3% | $3,911+24.2% | $4,249+14.3% |
| Admin fee / account holder | $641 | $4,334-85.2% | $5,894-89.1% | $8,951-92.8% |