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.)
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 | $4,604 | $91,198-95.0% | $178,503-97.4% | $79,856-94.2% |
| Participation rate | 91.8% | 69.2%+22.5pp | 81.9%+9.8pp | 69.6%+22.1pp |
| Annual return | 44.27% | 24.20%+20.1pp | 151.12%-106.8pp | 31.71%+12.6pp |
| Employer contribution / active EE | $2,143 | $3,257-34.2% | $5,011-57.2% | $2,471-13.3% |
| Participant deferral / active EE | $936 | $3,237-71.1% | $5,202-82.0% | $3,741-75.0% |
| Admin fee / account holder | $451 | $6,748-93.3% | $13,987-96.8% | $5,306-91.5% |