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 | $30,687 | $51,207-40.1% | $70,565-56.5% | $71,529-57.1% |
| Participation rate | 89.1% | 59.4%+29.7pp | 68.4%+20.7pp | 67.9%+21.1pp |
| Annual return | 14.46% | 42.71%-28.3pp | 32.79%-18.3pp | 28.97%-14.5pp |
| Employer contribution / active EE | $1,222 | $1,795-31.9% | $2,976-58.9% | $2,590-52.8% |
| Participant deferral / active EE | $4,638 | $3,033+52.9% | $4,568+1.5% | $4,291+8.1% |
| Admin fee / account holder | $3,682 | $2,002+84.0% | $6,430-42.7% | $1,588+131.8% |