Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,080 | $78,607-87.2% | $105,624-90.5% | $74,478-86.5% |
| Participation rate | 86.7% | 72.8%+13.9pp | 75.3%+11.4pp | 67.2%+19.5pp |
| Annual return | 18.92% | 15.96%+3.0pp | 116.20%-97.3pp | 1370.56%-1351.6pp |
| Employer contribution / active EE | $5,361 | $2,523+112.5% | $3,168+69.2% | $2,626+104.1% |
| Participant deferral / active EE | $2,897 | $4,325-33.0% | $5,013-42.2% | $4,350-33.4% |
| Admin fee / account holder | $1,723 | $2,220-22.4% | $10,961-84.3% | $1,946-11.4% |