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.)
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 | $9,273 | $82,133-88.7% | $147,318-93.7% | $64,097-85.5% |
| Participation rate | 81.3% | 62.3%+19.0pp | 82.1%-0.8pp | 55.2%+26.1pp |
| Annual return | 18.06% | 78.78%-60.7pp | 70.43%-52.4pp | 34.64%-16.6pp |
| Employer contribution / active EE | $299 | $2,872-89.6% | $4,593-93.5% | $1,891-84.2% |
| Participant deferral / active EE | $1,404 | $5,407-74.0% | $7,906-82.2% | $3,080-54.4% |
| Admin fee / account holder | $546 | $3,730-85.4% | $13,708-96.0% | $3,454-84.2% |