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 | $80,332-76.9% | $107,187-82.7% | $64,097-71.0% |
| Participation rate | 96.4% | 54.4%+42.0pp | 75.0%+21.3pp | 55.2%+41.2pp |
| Annual return | 25.19% | 24.26%+0.9pp | 204.55%-179.4pp | 34.64%-9.5pp |
| Employer contribution / active EE | $2,307 | $2,501-7.8% | $3,782-39.0% | $1,891+22.0% |
| Participant deferral / active EE | $5,533 | $3,109+78.0% | $5,096+8.6% | $3,080+79.6% |
| Admin fee / account holder | $1,108 | $4,314-74.3% | $9,162-87.9% | $3,454-67.9% |