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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $156,722 | $95,453+64.2% | $112,040+39.9% | $82,448+90.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 11.19% | 23.92%-12.7pp | 24.52%-13.3pp | 41.64%-30.5pp |
| Employer contribution / active EE | $2,187 | $2,318-5.6% | $2,954-25.9% | $2,551-14.2% |
| Participant deferral / active EE | $4,017 | $4,224-4.9% | $5,098-21.2% | $4,139-3.0% |
| Admin fee / account holder | $3,054 | $9,013-66.1% | $12,098-74.8% | $7,234-57.8% |