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.)
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 | $25,259 | $58,655-56.9% | $91,994-72.5% | $65,185-61.3% |
| Participation rate | 78.5% | 75.3%+3.2pp | 78.6%-0.1pp | 70.2%+8.3pp |
| Annual return | 34.27% | 33.92%+0.3pp | 69.03%-34.8pp | 29.38%+4.9pp |
| Employer contribution / active EE | $2,954 | $2,080+42.0% | $3,452-14.4% | $2,177+35.7% |
| Participant deferral / active EE | $7,512 | $5,474+37.2% | $5,923+26.8% | $3,514+113.8% |
| Admin fee / account holder | $1,135 | $434+161.3% | $7,743-85.3% | $847+33.9% |