Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,126 | $45,343-88.7% | $150,298-96.6% | $67,986-92.5% |
| Participation rate | 85.1% | 51.9%+33.2pp | 77.8%+7.3pp | 57.2%+27.9pp |
| Annual return | 142.73% | 33.28%+109.5pp | 62.79%+79.9pp | 31.67%+111.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,115 | $2,055+3.0% | $5,453-61.2% | $3,358-37.0% |
| Admin fee / account holder | $470 | $2,250-79.1% | $14,116-96.7% | $3,203-85.3% |