Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,686 | $64,719-88.1% | $112,249-93.2% | $68,486-88.8% |
| Participation rate | 93.9% | 67.2%+26.7pp | 75.1%+18.8pp | 67.9%+26.0pp |
| Annual return | -32.99% | -11.40%-21.6pp | 27.48%-60.5pp | -7.85%-25.1pp |
| Employer contribution / active EE | $2,703 | $2,747-1.6% | $3,636-25.7% | $2,597+4.1% |
| Participant deferral / active EE | $4,444 | $3,565+24.6% | $4,729-6.0% | $4,028+10.3% |
| Admin fee / account holder | $581 | $5,232-88.9% | $6,412-90.9% | $5,404-89.3% |