Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,250 | $58,848-74.1% | $88,179-82.7% | $82,637-81.5% |
| Participation rate | 98.8% | 57.9%+40.9pp | 69.1%+29.6pp | 68.1%+30.7pp |
| Annual return | 35.54% | 22.76%+12.8pp | 64.97%-29.4pp | 53.51%-18.0pp |
| Employer contribution / active EE | $3,587 | $1,678+113.7% | $2,549+40.7% | $2,552+40.6% |
| Participant deferral / active EE | $6,917 | $3,124+121.4% | $4,614+49.9% | $4,126+67.6% |
| Admin fee / account holder | $4,371 | $4,795-8.8% | $7,673-43.0% | $7,339-40.4% |