Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,232 | $55,446-94.2% | $155,574-97.9% | $74,429-95.7% |
| Participation rate | 88.6% | 61.9%+26.7pp | 78.2%+10.4pp | 67.2%+21.4pp |
| Annual return | 10.43% | 269.20%-258.8pp | 64.87%-54.4pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $686 | $2,266-69.7% | $4,676-85.3% | $2,625-73.9% |
| Participant deferral / active EE | $1,029 | $2,836-63.7% | $5,629-81.7% | $4,348-76.3% |
| Admin fee / account holder | $637 | $1,743-63.5% | $15,914-96.0% | $1,944-67.3% |