Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,676 | $48,337+21.4% | $67,560-13.2% | $80,959-27.5% |
| Participation rate | 98.0% | 66.4%+31.5pp | 72.9%+25.0pp | 67.7%+30.3pp |
| Annual return | 21.17% | 18.26%+2.9pp | 3533.50%-3512.3pp | 35.67%-14.5pp |
| Employer contribution / active EE | $3,823 | $2,023+89.0% | $2,737+39.7% | $2,757+38.6% |
| Participant deferral / active EE | $10,081 | $2,928+244.3% | $4,004+151.8% | $4,300+134.4% |
| Admin fee / account holder | $1,838 | $3,695-50.3% | $3,994-54.0% | $6,925-73.5% |