Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
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 | $5,739 | $58,888-90.3% | $178,498-96.8% | $73,493-92.2% |
| Participation rate | 89.1% | 66.2%+22.9pp | 81.9%+7.2pp | 70.7%+18.4pp |
| Annual return | 9.58% | 24.86%-15.3pp | 151.09%-141.5pp | 28.51%-18.9pp |
| Employer contribution / active EE | $367 | $2,236-83.6% | $5,011-92.7% | $2,270-83.8% |
| Participant deferral / active EE | $1,566 | $2,568-39.0% | $5,202-69.9% | $3,740-58.1% |
| Admin fee / account holder | $972 | $400+142.8% | $13,985-93.0% | $513+89.5% |