Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,651 | $106,749-90.0% | $145,433-92.7% | $82,448-87.1% |
| Participation rate | 93.2% | 75.6%+17.5pp | 82.1%+11.1pp | 68.1%+25.1pp |
| Annual return | 21.54% | 27.59%-6.0pp | 66.58%-45.0pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,553 | $3,444-54.9% | $4,554-65.9% | $2,551-39.1% |
| Participant deferral / active EE | $3,097 | $6,519-52.5% | $7,897-60.8% | $4,139-25.2% |
| Admin fee / account holder | $598 | $8,390-92.9% | $13,129-95.4% | $7,234-91.7% |