Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.)
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 | $4,757 | $29,319-83.8% | $52,425-90.9% | $82,448-94.2% |
| Participation rate | 97.2% | 46.9%+50.4pp | 55.6%+41.6pp | 68.1%+29.2pp |
| Annual return | 14.73% | 535.20%-520.5pp | 302.12%-287.4pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,008 | $1,171+156.8% | $1,790+68.0% | $4,139-27.3% |
| Admin fee / account holder | $451 | $1,962-77.0% | $2,495-81.9% | $7,234-93.8% |