Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,699 | $91,439-71.9% | $135,974-81.1% | $71,511-64.1% |
| Participation rate | 94.0% | 75.7%+18.3pp | 81.9%+12.0pp | 67.9%+26.0pp |
| Annual return | 53.34% | 29.90%+23.4pp | 68.30%-15.0pp | 28.86%+24.5pp |
| Employer contribution / active EE | $4,035 | $3,705+8.9% | $4,859-17.0% | $2,589+55.8% |
| Participant deferral / active EE | $9,573 | $7,093+35.0% | $7,760+23.4% | $4,291+123.1% |
| Admin fee / account holder | $1,021 | $1,267-19.4% | $10,767-90.5% | $1,588-35.7% |