Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,145 | $81,358-93.7% | $155,556-96.7% | $80,959-93.6% |
| Participation rate | 94.2% | 66.3%+28.0pp | 78.2%+16.0pp | 67.7%+26.6pp |
| Annual return | 13.05% | 33.39%-20.3pp | 64.84%-51.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $864 | $3,106-72.2% | $4,675-81.5% | $2,757-68.7% |
| Participant deferral / active EE | $2,379 | $3,455-31.1% | $5,631-57.7% | $4,300-44.7% |
| Admin fee / account holder | $332 | $7,994-95.8% | $15,885-97.9% | $6,925-95.2% |