Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,009 | $51,638-82.6% | $129,406-93.0% | $80,959-88.9% |
| Participation rate | 90.5% | 56.9%+33.5pp | 69.6%+20.8pp | 67.7%+22.8pp |
| Annual return | 17.18% | 20.78%-3.6pp | 9468.18%-9451.0pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,421 | $1,584-10.3% | $4,155-65.8% | $2,757-48.5% |
| Participant deferral / active EE | $2,250 | $2,670-15.7% | $4,167-46.0% | $4,300-47.7% |
| Admin fee / account holder | $783 | $4,313-81.9% | $7,689-89.8% | $6,925-88.7% |