Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.)
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 | $17,182 | $55,437-69.0% | $155,534-89.0% | $74,459-76.9% |
| Participation rate | 82.8% | 61.9%+20.9pp | 78.2%+4.6pp | 67.2%+15.6pp |
| Annual return | 15.74% | 269.58%-253.8pp | 64.92%-49.2pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,285 | $2,837+121.5% | $5,630+11.6% | $4,350+44.5% |
| Admin fee / account holder | $3,478 | $1,742+99.6% | $15,900-78.1% | $1,945+78.9% |