Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,817 | $77,901-66.9% | $149,717-82.8% | $75,181-65.7% |
| Participation rate | 85.7% | 65.6%+20.1pp | 78.8%+6.9pp | 67.2%+18.5pp |
| Annual return | 20.37% | 31.73%-11.4pp | 134.41%-114.0pp | 160.69%-140.3pp |
| Employer contribution / active EE | $3,550 | $3,137+13.1% | $4,820-26.3% | $2,671+32.9% |
| Participant deferral / active EE | $2,791 | $3,411-18.2% | $5,682-50.9% | $4,126-32.4% |
| Admin fee / account holder | $3,543 | $5,949-40.4% | $13,213-73.2% | $5,650-37.3% |