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.
Participant 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 | $14,940 | $57,350-73.9% | $83,850-82.2% | $64,181-76.7% |
| Participation rate | 98.6% | 68.6%+30.0pp | 76.1%+22.4pp | 69.6%+29.0pp |
| Annual return | -2.59% | 11.38%-14.0pp | 850.92%-853.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $869 | $2,545-65.9% | $3,631-76.1% | $2,381-63.5% |
| Participant deferral / active EE | $1,110 | $2,993-62.9% | $4,082-72.8% | $3,470-68.0% |
| Admin fee / account holder | $6,494 | $4,046+60.5% | $5,478+18.5% | $4,887+32.9% |