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 | $48,010 | $43,496+10.4% | $161,489-70.3% | $64,340-25.4% |
| Participation rate | 75.2% | 53.5%+21.7pp | 78.7%-3.5pp | 55.2%+20.0pp |
| Annual return | 11.06% | 20.76%-9.7pp | 89.72%-78.7pp | 24.14%-13.1pp |
| Employer contribution / active EE | $1,898 | $1,431+32.7% | $4,268-55.5% | $1,862+2.0% |
| Participant deferral / active EE | $2,500 | $1,996+25.3% | $5,630-55.6% | $2,980-16.1% |
| Admin fee / account holder | $1,382 | $2,330-40.7% | $16,006-91.4% | $3,703-62.7% |