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.
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 | $8,864 | $80,332-89.0% | $107,187-91.7% | $64,097-86.2% |
| Participation rate | 90.8% | 54.4%+36.4pp | 75.0%+15.7pp | 55.2%+35.6pp |
| Annual return | 57.21% | 24.26%+33.0pp | 204.55%-147.3pp | 34.64%+22.6pp |
| Employer contribution / active EE | $1,744 | $2,501-30.3% | $3,782-53.9% | $1,891-7.8% |
| Participant deferral / active EE | $2,681 | $3,109-13.8% | $5,096-47.4% | $3,080-13.0% |
| Admin fee / account holder | $857 | $4,314-80.1% | $9,162-90.6% | $3,454-75.2% |