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 | $39,083 | $102,422-61.8% | $147,117-73.4% | $80,959-51.7% |
| Participation rate | 94.3% | 75.9%+18.4pp | 82.2%+12.1pp | 67.7%+26.6pp |
| Annual return | 12.61% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $3,422 | $3,717-8.0% | $4,932-30.6% | $2,757+24.1% |
| Participant deferral / active EE | $6,511 | $6,652-2.1% | $8,065-19.3% | $4,300+51.4% |
| Admin fee / account holder | $2,061 | $7,953-74.1% | $12,993-84.1% | $6,925-70.2% |