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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,913 | $80,748-61.7% | $102,383-69.8% | $74,429-58.5% |
| Participation rate | 81.5% | 65.7%+15.8pp | 74.5%+7.0pp | 67.2%+14.3pp |
| Annual return | 13.59% | 27.57%-14.0pp | 24.94%-11.4pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $40 | $3,159-98.7% | $3,870-99.0% | $2,625-98.5% |
| Participant deferral / active EE | $4,942 | $3,861+28.0% | $5,060-2.3% | $4,348+13.7% |
| Admin fee / account holder | $2,508 | $2,371+5.8% | $8,391-70.1% | $1,944+29.0% |