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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,420 | $55,423-97.4% | $155,602-99.1% | $74,400-98.1% |
| Participation rate | 87.3% | 61.9%+25.4pp | 78.2%+9.1pp | 67.2%+20.0pp |
| Annual return | 10.52% | 269.07%-258.5pp | 64.81%-54.3pp | 1367.51%-1357.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $952 | $2,835-66.4% | $5,629-83.1% | $4,348-78.1% |
| Admin fee / account holder | $400 | $1,744-77.0% | $15,923-97.5% | $1,944-79.4% |