Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,456 | $77,358-67.1% | $102,184-75.1% | $87,485-70.9% |
| Participation rate | 89.5% | 78.7%+10.8pp | 82.6%+6.9pp | 68.9%+20.5pp |
| Annual return | 24.35% | 41.11%-16.8pp | 31.58%-7.2pp | 26.06%-1.7pp |
| Employer contribution / active EE | $4,599 | $2,562+79.5% | $3,594+28.0% | $2,596+77.1% |
| Participant deferral / active EE | $7,239 | $6,753+7.2% | $8,309-12.9% | $4,274+69.4% |
| Admin fee / account holder | $2,418 | $6,809-64.5% | $11,609-79.2% | $7,775-68.9% |