Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,930 | $88,137-84.2% | $164,975-91.6% | $74,429-81.3% |
| Participation rate | 78.7% | 73.1%+5.6pp | 78.6%+0.1pp | 67.2%+11.5pp |
| Annual return | 23.18% | 17.13%+6.1pp | 70.12%-46.9pp | 1368.38%-1345.2pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,825 | $4,501+7.2% | $6,033-20.0% | $4,348+11.0% |
| Admin fee / account holder | $476 | $2,231-78.7% | $12,688-96.2% | $1,944-75.5% |