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 | $46,363 | $54,674-15.2% | $76,089-39.1% | $74,429-37.7% |
| Participation rate | 78.4% | 60.3%+18.1pp | 69.1%+9.3pp | 67.2%+11.2pp |
| Annual return | 16.20% | 31.89%-15.7pp | 360.94%-344.7pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $3,005 | $1,781+68.7% | $2,690+11.7% | $2,625+14.5% |
| Participant deferral / active EE | $6,702 | $3,071+118.2% | $4,259+57.3% | $4,348+54.1% |
| Admin fee / account holder | $659 | $2,238-70.6% | $6,418-89.7% | $1,944-66.1% |