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.)
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 | $60,999 | $52,682+15.8% | $78,004-21.8% | $64,097-4.8% |
| Participation rate | 81.3% | 47.7%+33.6pp | 69.4%+11.9pp | 55.2%+26.1pp |
| Annual return | 18.40% | 22.45%-4.1pp | 31.07%-12.7pp | 34.64%-16.2pp |
| Employer contribution / active EE | $2,270 | $1,323+71.5% | $2,469-8.1% | $1,891+20.0% |
| Participant deferral / active EE | $3,374 | $2,346+43.8% | $4,092-17.5% | $3,080+9.5% |
| Admin fee / account holder | $15,920 | $5,420+193.7% | $7,578+110.1% | $3,454+360.8% |