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 | $55,432 | $93,598-40.8% | $135,974-59.2% | $75,173-26.3% |
| Participation rate | 72.6% | 75.2%-2.6pp | 81.9%-9.3pp | 67.2%+5.4pp |
| Annual return | 19.62% | 30.89%-11.3pp | 68.30%-48.7pp | 160.72%-141.1pp |
| Employer contribution / active EE | $2,508 | $3,538-29.1% | $4,859-48.4% | $2,671-6.1% |
| Participant deferral / active EE | $4,822 | $6,405-24.7% | $7,760-37.9% | $4,126+16.9% |
| Admin fee / account holder | $5,567 | $6,978-20.2% | $10,767-48.3% | $5,651-1.5% |