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 | $52,570 | $101,653-48.3% | $147,080-64.3% | $74,459-29.4% |
| Participation rate | 75.6% | 75.6%+0.1pp | 82.2%-6.6pp | 67.2%+8.4pp |
| Annual return | 25.86% | 8754.98%-8729.1pp | 420.17%-394.3pp | 1369.70%-1343.8pp |
| Employer contribution / active EE | $4,630 | $3,813+21.4% | $4,933-6.2% | $2,626+76.3% |
| Participant deferral / active EE | $8,940 | $7,304+22.4% | $8,066+10.8% | $4,350+105.5% |
| Admin fee / account holder | $1,315 | $1,752-24.9% | $12,989-89.9% | $1,945-32.4% |