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.)
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 | $56,229 | $43,075+30.5% | $74,577-24.6% | $62,881-10.6% |
| Participation rate | 92.6% | 58.1%+34.5pp | 68.1%+24.5pp | 69.3%+23.3pp |
| Annual return | 7.39% | 17.50%-10.1pp | 20.47%-13.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,235 | $1,498-17.6% | $2,525-51.1% | $2,281-45.9% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,864 | $2,840+36.1% | $4,138-6.6% | $4,296-10.1% |