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.)
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 | $18,575 | $83,369-77.7% | $105,223-82.3% | $67,986-72.7% |
| Participation rate | 96.4% | 56.3%+40.1pp | 75.0%+21.3pp | 57.2%+39.2pp |
| Annual return | 25.19% | 24.64%+0.5pp | 180.65%-155.5pp | 31.67%-6.5pp |
| Employer contribution / active EE | $2,307 | $2,541-9.2% | $3,689-37.5% | $2,019+14.3% |
| Participant deferral / active EE | $5,533 | $3,295+67.9% | $5,072+9.1% | $3,358+64.8% |
| Admin fee / account holder | $1,108 | $4,073-72.8% | $8,859-87.5% | $3,203-65.4% |