Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,263 | $75,058-66.3% | $152,301-83.4% | $64,340-60.7% |
| Participation rate | 86.3% | 60.9%+25.4pp | 82.4%+3.9pp | 55.2%+31.1pp |
| Annual return | 19.08% | 29.93%-10.8pp | 80.50%-61.4pp | 24.14%-5.1pp |
| Employer contribution / active EE | $2,506 | $2,605-3.8% | $4,624-45.8% | $1,862+34.6% |
| Participant deferral / active EE | $2,103 | $5,041-58.3% | $8,004-73.7% | $2,980-29.4% |
| Admin fee / account holder | $2,143 | $4,050-47.1% | $14,398-85.1% | $3,703-42.1% |