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 | $14,416 | $101,499-85.8% | $147,005-90.2% | $74,546-80.7% |
| Participation rate | 94.8% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.6pp |
| Annual return | 78.94% | 8732.34%-8653.4pp | 418.76%-339.8pp | 1366.03%-1287.1pp |
| Employer contribution / active EE | $3,068 | $3,811-19.5% | $4,934-37.8% | $2,624+16.9% |
| Participant deferral / active EE | $4,068 | $7,304-44.3% | $8,070-49.6% | $4,347-6.4% |
| Admin fee / account holder | $924 | $1,748-47.1% | $13,006-92.9% | $1,944-52.5% |