Sign up free to preview peer percentile detail
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 | $8,785 | $106,749-91.8% | $145,433-94.0% | $82,448-89.3% |
| Participation rate | 77.9% | 75.6%+2.2pp | 82.1%-4.2pp | 68.1%+9.8pp |
| Annual return | 53.86% | 27.59%+26.3pp | 66.58%-12.7pp | 41.64%+12.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,768 | $6,519-57.5% | $7,897-64.9% | $4,139-33.1% |
| Admin fee / account holder | $447 | $8,390-94.7% | $13,129-96.6% | $7,234-93.8% |