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 | $48,277+21.5% | $67,511-13.1% | $80,874-27.4% |
| Participation rate | 98.0% | 66.4%+31.6pp | 72.9%+25.1pp | 67.6%+30.3pp |
| Annual return | 21.17% | 18.27%+2.9pp | 3517.41%-3496.2pp | 35.62%-14.4pp |
| Employer contribution / active EE | $3,823 | $2,021+89.1% | $2,733+39.9% | $2,756+38.7% |
| Participant deferral / active EE | $10,081 | $2,926+244.5% | $4,000+152.0% | $4,297+134.6% |
| Admin fee / account holder | $1,838 | $3,687-50.1% | $3,999-54.0% | $6,935-73.5% |