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.)
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 | $12,570 | $76,407-83.5% | $150,298-91.6% | $82,448-84.8% |
| Participation rate | 94.5% | 66.4%+28.1pp | 77.8%+16.8pp | 68.1%+26.5pp |
| Annual return | 18.99% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,434 | $2,614-45.1% | $4,154-65.5% | $2,551-43.8% |
| Participant deferral / active EE | $3,058 | $3,214-4.9% | $5,453-43.9% | $4,139-26.1% |
| Admin fee / account holder | $732 | $6,352-88.5% | $14,116-94.8% | $7,234-89.9% |