Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,883 | $59,440-95.1% | $78,004-96.3% | $82,637-96.5% |
| Participation rate | 70.5% | 62.8%+7.7pp | 69.4%+1.1pp | 68.1%+2.5pp |
| Annual return | 0.59% | 40.24%-39.6pp | 31.07%-30.5pp | 53.51%-52.9pp |
| Employer contribution / active EE | $144 | $1,750-91.8% | $2,469-94.2% | $2,552-94.3% |
| Participant deferral / active EE | $1,254 | $3,138-60.0% | $4,092-69.3% | $4,126-69.6% |
| Admin fee / account holder | $458 | $5,504-91.7% | $7,578-94.0% | $7,339-93.8% |