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 | $48,010 | $45,343+5.9% | $150,298-68.1% | $67,986-29.4% |
| Participation rate | 75.2% | 51.9%+23.3pp | 77.8%-2.6pp | 57.2%+18.0pp |
| Annual return | 11.06% | 33.28%-22.2pp | 62.79%-51.7pp | 31.67%-20.6pp |
| Employer contribution / active EE | $1,898 | $1,462+29.9% | $4,154-54.3% | $2,019-6.0% |
| Participant deferral / active EE | $2,500 | $2,055+21.7% | $5,453-54.2% | $3,358-25.6% |
| Admin fee / account holder | $1,382 | $2,250-38.6% | $14,116-90.2% | $3,203-56.8% |