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 | $29,477 | $81,358-63.8% | $155,556-81.1% | $80,959-63.6% |
| Participation rate | 96.4% | 66.3%+30.1pp | 78.2%+18.2pp | 67.7%+28.7pp |
| Annual return | 27.08% | 33.39%-6.3pp | 64.84%-37.8pp | 35.67%-8.6pp |
| Employer contribution / active EE | $2,232 | $3,106-28.1% | $4,675-52.3% | $2,757-19.0% |
| Participant deferral / active EE | $4,358 | $3,455+26.1% | $5,631-22.6% | $4,300+1.3% |
| Admin fee / account holder | $7,043 | $7,994-11.9% | $15,885-55.7% | $6,925+1.7% |