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 | $29,508 | $85,515-65.5% | $112,040-73.7% | $67,986-56.6% |
| Participation rate | 73.4% | 68.2%+5.2pp | 76.5%-3.1pp | 57.2%+16.2pp |
| Annual return | 26.73% | 29.68%-2.9pp | 24.52%+2.2pp | 31.67%-4.9pp |
| Employer contribution / active EE | $2,518 | $2,191+14.9% | $2,954-14.8% | $2,019+24.7% |
| Participant deferral / active EE | $6,558 | $4,014+63.4% | $5,098+28.6% | $3,358+95.3% |
| Admin fee / account holder | $2,703 | $3,774-28.4% | $12,098-77.7% | $3,203-15.6% |