Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.)
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 | $17,830 | $76,551-76.7% | $123,894-85.6% | $62,881-71.6% |
| Participation rate | 82.4% | 73.0%+9.4pp | 81.4%+0.9pp | 69.3%+13.0pp |
| Annual return | 16.08% | 18.68%-2.6pp | 47.52%-31.4pp | 20.14%-4.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,656 | $4,840+16.9% | $5,984-5.5% | $3,203+76.6% |
| Admin fee / account holder | $3,189 | $4,826-33.9% | $8,357-61.8% | $4,296-25.8% |