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.)
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 | $15,117 | $80,985-81.3% | $96,576-84.3% | $75,181-79.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 10.40% | 27.05%-16.6pp | 25.87%-15.5pp | 160.69%-150.3pp |
| Employer contribution / active EE | $3,090 | $2,282+35.4% | $2,965+4.2% | $2,671+15.7% |
| Participant deferral / active EE | $725 | $3,929-81.5% | $4,851-85.0% | $4,126-82.4% |
| Admin fee / account holder | $1,171 | $6,719-82.6% | $8,253-85.8% | $5,650-79.3% |