Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $15,157 | $101,591-85.1% | $147,096-89.7% | $74,429-79.6% |
| Participation rate | 86.3% | 75.5%+10.8pp | 82.2%+4.2pp | 67.2%+19.1pp |
| Annual return | 44.81% | 8746.45%-8701.6pp | 419.75%-374.9pp | 1368.38%-1323.6pp |
| Employer contribution / active EE | $1,646 | $3,813-56.8% | $4,936-66.7% | $2,625-37.3% |
| Participant deferral / active EE | $2,717 | $7,302-62.8% | $8,071-66.3% | $4,348-37.5% |
| Admin fee / account holder | $410 | $1,750-76.5% | $13,005-96.8% | $1,944-78.9% |