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.)
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 | $9,445 | $36,767-74.3% | $81,473-88.4% | $62,293-84.8% |
| Participation rate | 74.4% | 54.4%+19.9pp | 68.0%+6.4pp | 69.5%+4.8pp |
| Annual return | 14.62% | 173.80%-159.2pp | 38.78%-24.2pp | 28.90%-14.3pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,900 | $2,111+37.4% | $3,537-18.0% | $3,169-8.5% |
| Admin fee / account holder | $909 | $797+14.0% | $4,561-80.1% | $479+89.7% |