Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $29,584 | $91,559-67.7% | $133,971-77.9% | $79,852-63.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 20.87% | 61.85%-41.0pp | 45.09%-24.2pp | 31.72%-10.9pp |
| Employer contribution / active EE | $2,729 | $2,384+14.5% | $3,919-30.4% | $2,471+10.4% |
| Participant deferral / active EE | $4,450 | $3,734+19.2% | $5,047-11.8% | $3,740+19.0% |
| Admin fee / account holder | $1,758 | $6,321-72.2% | $8,929-80.3% | $5,306-66.9% |