Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,402 | $106,749-90.3% | $145,433-92.8% | $82,448-87.4% |
| Participation rate | 90.6% | 75.6%+15.0pp | 82.1%+8.5pp | 68.1%+22.6pp |
| Annual return | 35.62% | 27.59%+8.0pp | 66.58%-31.0pp | 41.64%-6.0pp |
| Employer contribution / active EE | $1,198 | $3,444-65.2% | $4,554-73.7% | $2,551-53.0% |
| Participant deferral / active EE | $4,737 | $6,519-27.3% | $7,897-40.0% | $4,139+14.4% |
| Admin fee / account holder | $404 | $8,390-95.2% | $13,129-96.9% | $7,234-94.4% |