Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,302 | $45,343-92.7% | $150,298-97.8% | $67,986-95.1% |
| Participation rate | 80.7% | 51.9%+28.9pp | 77.8%+3.0pp | 57.2%+23.5pp |
| Annual return | 20.49% | 33.28%-12.8pp | 62.79%-42.3pp | 31.67%-11.2pp |
| Employer contribution / active EE | $6 | $1,462-99.6% | $4,154-99.9% | $2,019-99.7% |
| Participant deferral / active EE | $1,629 | $2,055-20.7% | $5,453-70.1% | $3,358-51.5% |
| Admin fee / account holder | $414 | $2,250-81.6% | $14,116-97.1% | $3,203-87.1% |