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 | $88,097 | $95,453-7.7% | $112,040-21.4% | $82,448+6.9% |
| Participation rate | 78.3% | 72.8%+5.6pp | 76.5%+1.8pp | 68.1%+10.2pp |
| Annual return | 23.46% | 23.92%-0.5pp | 24.52%-1.1pp | 41.64%-18.2pp |
| Employer contribution / active EE | $1,336 | $2,318-42.4% | $2,954-54.8% | $2,551-47.6% |
| Participant deferral / active EE | $8,140 | $4,224+92.7% | $5,098+59.7% | $4,139+96.7% |
| Admin fee / account holder | $7,604 | $9,013-15.6% | $12,098-37.1% | $7,234+5.1% |