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 | $3,754 | $45,126-91.7% | $85,187-95.6% | $74,459-95.0% |
| Participation rate | 87.2% | 49.4%+37.8pp | 67.5%+19.7pp | 67.2%+20.0pp |
| Annual return | 16.13% | 26.30%-10.2pp | 66.67%-50.5pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $1,068 | $1,460-26.8% | $2,732-60.9% | $2,626-59.3% |
| Participant deferral / active EE | $1,834 | $2,738-33.0% | $4,525-59.5% | $4,350-57.8% |
| Admin fee / account holder | $871 | $2,212-60.6% | $6,162-85.9% | $1,945-55.2% |