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.
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 | $121,578 | $57,330+112.1% | $86,656+40.3% | $75,177+61.7% |
| Participation rate | 83.3% | 63.2%+20.1pp | 71.7%+11.6pp | 67.2%+16.1pp |
| Annual return | 10.77% | 2675.40%-2664.6pp | 593.09%-582.3pp | 160.75%-150.0pp |
| Employer contribution / active EE | $3,636 | $2,316+57.0% | $3,025+20.2% | $2,671+36.1% |
| Participant deferral / active EE | $6,181 | $3,320+86.2% | $4,439+39.2% | $4,126+49.8% |
| Admin fee / account holder | $10,875 | $4,115+164.3% | $5,619+93.5% | $5,651+92.4% |