Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,326 | $65,246-88.8% | $98,716-92.6% | $67,986-89.2% |
| Participation rate | 88.5% | 51.4%+37.0pp | 69.3%+19.2pp | 57.2%+31.3pp |
| Annual return | 25.47% | 20.58%+4.9pp | 31.81%-6.3pp | 31.67%-6.2pp |
| Employer contribution / active EE | $1,024 | $1,042-1.7% | $2,279-55.0% | $2,019-49.3% |
| Participant deferral / active EE | $1,984 | $2,594-23.5% | $4,048-51.0% | $3,358-40.9% |
| Admin fee / account holder | $755 | $4,561-83.5% | $8,703-91.3% | $3,203-76.4% |