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 | $19,241 | $63,354-69.6% | $94,105-79.6% | $82,637-76.7% |
| Participation rate | 90.4% | 63.8%+26.5pp | 71.9%+18.4pp | 68.1%+22.3pp |
| Annual return | 24.50% | 34.36%-9.9pp | 204.55%-180.1pp | 53.51%-29.0pp |
| Employer contribution / active EE | $1,450 | $1,760-17.6% | $2,504-42.1% | $2,552-43.2% |
| Participant deferral / active EE | $2,637 | $2,873-8.2% | $3,881-32.1% | $4,126-36.1% |
| Admin fee / account holder | $405 | $5,073-92.0% | $6,199-93.5% | $7,339-94.5% |