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 | $30,462 | $95,404-68.1% | $113,397-73.1% | $82,637-63.1% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.5%+15.8pp | 68.1%+24.3pp |
| Annual return | 14.27% | 19.08%-4.8pp | 23.20%-8.9pp | 53.51%-39.2pp |
| Employer contribution / active EE | $1,158 | $2,307-49.8% | $2,977-61.1% | $2,552-54.6% |
| Participant deferral / active EE | $2,457 | $4,220-41.8% | $5,076-51.6% | $4,126-40.4% |
| Admin fee / account holder | $1,516 | $9,168-83.5% | $11,957-87.3% | $7,339-79.3% |