Sign up free to preview peer percentile detail
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 | $3,283 | $65,084-95.0% | $67,681-95.1% | $64,340-94.9% |
| Participation rate | 89.6% | 66.7%+22.9pp | 73.7%+15.9pp | 55.2%+34.4pp |
| Annual return | 39.82% | 20.50%+19.3pp | 590.58%-550.8pp | 24.14%+15.7pp |
| Employer contribution / active EE | $1,315 | $2,398-45.2% | $2,678-50.9% | $1,862-29.3% |
| Participant deferral / active EE | $2,047 | $3,210-36.2% | $3,976-48.5% | $2,980-31.3% |
| Admin fee / account holder | $322 | $1,415-77.2% | $6,100-94.7% | $3,703-91.3% |