Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
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 | $10,193 | $58,241-82.5% | $81,780-87.5% | $80,911-87.4% |
| Participation rate | 82.5% | 63.4%+19.0pp | 72.4%+10.1pp | 67.6%+14.8pp |
| Annual return | 9.91% | 41.73%-31.8pp | 776.27%-766.4pp | 35.63%-25.7pp |
| Employer contribution / active EE | $1,268 | $2,343-45.9% | $2,914-56.5% | $2,756-54.0% |
| Participant deferral / active EE | $2,310 | $3,283-29.6% | $4,321-46.5% | $4,297-46.2% |
| Admin fee / account holder | $553 | $4,973-88.9% | $7,384-92.5% | $6,935-92.0% |