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.
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 | $10,631 | $94,031-88.7% | $115,768-90.8% | $82,448-87.1% |
| Participation rate | 93.1% | 70.4%+22.7pp | 74.4%+18.7pp | 68.1%+25.0pp |
| Annual return | 27.31% | 20.61%+6.7pp | 100.46%-73.2pp | 41.64%-14.3pp |
| Employer contribution / active EE | $2,161 | $2,323-7.0% | $2,940-26.5% | $2,551-15.3% |
| Participant deferral / active EE | $3,364 | $3,972-15.3% | $4,917-31.6% | $4,139-18.7% |
| Admin fee / account holder | $317 | $10,249-96.9% | $12,439-97.5% | $7,234-95.6% |