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 | $88,586 | $105,200-15.8% | $159,474-44.5% | $85,847+3.2% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.8%+10.9pp | 69.3%+24.4pp |
| Annual return | 7.94% | 45.08%-37.1pp | 263.68%-255.7pp | 318.61%-310.7pp |
| Employer contribution / active EE | $2,227 | $3,319-32.9% | $4,831-53.9% | $2,565-13.2% |
| Participant deferral / active EE | $4,610 | $5,946-22.5% | $7,353-37.3% | $3,952+16.7% |
| Admin fee / account holder | $10,329 | $6,934+49.0% | $10,802-4.4% | $6,261+65.0% |