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 | $15,605 | $92,041-83.0% | $299,830-94.8% | $94,015-83.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 70.8%+29.2pp |
| Annual return | 14.81% | 15.24%-0.4pp | 10.58%+4.2pp | 17.84%-3.0pp |
| Employer contribution / active EE | $2,404 | $2,506-4.1% | $5,842-58.9% | $2,790-13.8% |
| Participant deferral / active EE | $3,773 | $4,287-12.0% | $7,038-46.4% | $4,249-11.2% |
| Admin fee / account holder | $1,856 | $8,997-79.4% | $50,982-96.4% | $8,951-79.3% |