Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.)
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 | $33,577 | $82,133-59.1% | $147,318-77.2% | $64,097-47.6% |
| Participation rate | 95.0% | 62.3%+32.7pp | 82.1%+12.9pp | 55.2%+39.8pp |
| Annual return | 28.48% | 78.78%-50.3pp | 70.43%-42.0pp | 34.64%-6.2pp |
| Employer contribution / active EE | $3,493 | $2,872+21.6% | $4,593-24.0% | $1,891+84.7% |
| Participant deferral / active EE | $8,627 | $5,407+59.6% | $7,906+9.1% | $3,080+180.1% |
| Admin fee / account holder | $1,327 | $3,730-64.4% | $13,708-90.3% | $3,454-61.6% |