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 | $55,386 | $77,638-28.7% | $156,551-64.6% | $62,881-11.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.99% | 50.33%-45.3pp | 32.23%-27.2pp | 20.14%-15.2pp |
| Employer contribution / active EE | $4,615 | $3,444+34.0% | $5,501-16.1% | $2,281+102.3% |
| Participant deferral / active EE | $4,357 | $3,046+43.1% | $4,871-10.6% | $3,203+36.0% |
| Admin fee / account holder | $2,470 | $5,561-55.6% | $13,028-81.0% | $4,296-42.5% |