Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,596 | $71,534-61.4% | $98,462-72.0% | $71,529-61.4% |
| Participation rate | 86.8% | 72.7%+14.2pp | 75.2%+11.7pp | 67.9%+18.9pp |
| Annual return | 19.98% | 32.44%-12.5pp | 21.17%-1.2pp | 28.97%-9.0pp |
| Employer contribution / active EE | $583 | $2,399-75.7% | $3,049-80.9% | $2,590-77.5% |
| Participant deferral / active EE | $2,262 | $4,109-44.9% | $4,738-52.3% | $4,291-47.3% |
| Admin fee / account holder | $350 | $1,677-79.1% | $8,875-96.1% | $1,588-78.0% |