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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,122 | $55,470-90.8% | $155,556-96.7% | $74,478-93.1% |
| Participation rate | 85.6% | 61.9%+23.7pp | 78.2%+7.4pp | 67.2%+18.4pp |
| Annual return | 8.74% | 269.80%-261.1pp | 64.84%-56.1pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $251 | $2,267-88.9% | $4,675-94.6% | $2,626-90.5% |
| Participant deferral / active EE | $1,034 | $2,838-63.6% | $5,631-81.6% | $4,350-76.2% |
| Admin fee / account holder | $1,562 | $1,744-10.5% | $15,885-90.2% | $1,946-19.7% |