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.)
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 | $57,843 | $89,370-35.3% | $141,197-59.0% | $72,976-20.7% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 25.88% | 111.88%-86.0pp | 71.41%-45.5pp | 81.02%-55.1pp |
| Employer contribution / active EE | $3,643 | $3,115+16.9% | $4,736-23.1% | $2,440+49.3% |
| Participant deferral / active EE | $7,708 | $5,419+42.3% | $6,710+14.9% | $3,608+113.7% |
| Admin fee / account holder | $3,089 | $5,957-48.1% | $10,265-69.9% | $5,124-39.7% |