Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,285 | $76,669-84.0% | $96,520-87.3% | $71,495-82.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 36.82% | 48.29%-11.5pp | 35.72%+1.1pp | 28.85%+8.0pp |
| Employer contribution / active EE | $8,182 | $3,031+169.9% | $3,739+118.8% | $2,589+216.0% |
| Participant deferral / active EE | $146 | $3,771-96.1% | $4,879-97.0% | $4,291-96.6% |
| Admin fee / account holder | $914 | $2,028-54.9% | $6,733-86.4% | $1,588-42.4% |