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.
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 | $27,579 | $73,978-62.7% | $96,515-71.4% | $75,173-63.3% |
| Participation rate | 94.7% | 66.4%+28.3pp | 74.3%+20.3pp | 67.2%+27.5pp |
| Annual return | 14.41% | 26.72%-12.3pp | 35.73%-21.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $2,815 | $2,931-4.0% | $3,740-24.7% | $2,671+5.4% |
| Participant deferral / active EE | $4,196 | $3,660+14.6% | $4,880-14.0% | $4,126+1.7% |
| Admin fee / account holder | $5,482 | $5,219+5.1% | $6,735-18.6% | $5,651-3.0% |