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 | $2,614 | $54,674-95.2% | $76,089-96.6% | $74,429-96.5% |
| Participation rate | 77.8% | 60.3%+17.4pp | 69.1%+8.7pp | 67.2%+10.6pp |
| Annual return | 19.30% | 31.89%-12.6pp | 360.94%-341.6pp | 1368.38%-1349.1pp |
| Employer contribution / active EE | $593 | $1,781-66.7% | $2,690-78.0% | $2,625-77.4% |
| Participant deferral / active EE | $1,187 | $3,071-61.3% | $4,259-72.1% | $4,348-72.7% |
| Admin fee / account holder | $788 | $2,238-64.8% | $6,418-87.7% | $1,944-59.5% |