Sign up free to preview peer percentile detail
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 | $5,174 | $80,763-93.6% | $102,412-94.9% | $74,459-93.1% |
| Participation rate | 91.3% | 65.7%+25.6pp | 74.5%+16.8pp | 67.2%+24.0pp |
| Annual return | 7.71% | 27.57%-19.9pp | 24.94%-17.2pp | 1369.70%-1362.0pp |
| Employer contribution / active EE | $2,524 | $3,160-20.1% | $3,870-34.8% | $2,626-3.9% |
| Participant deferral / active EE | $2,978 | $3,862-22.9% | $5,060-41.2% | $4,350-31.5% |
| Admin fee / account holder | $1,093 | $2,371-53.9% | $8,388-87.0% | $1,945-43.8% |