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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,618 | $76,407-67.8% | $150,298-83.6% | $82,448-70.1% |
| Participation rate | 85.1% | 66.4%+18.7pp | 77.8%+7.4pp | 68.1%+17.1pp |
| Annual return | 12.24% | 39.99%-27.8pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $433 | $2,614-83.4% | $4,154-89.6% | $2,551-83.0% |
| Participant deferral / active EE | $3,048 | $3,214-5.2% | $5,453-44.1% | $4,139-26.4% |
| Admin fee / account holder | $1,112 | $6,352-82.5% | $14,116-92.1% | $7,234-84.6% |